Bonney Johnson, CTFA

I work closely with ultra-high-net-worth clients and families to ensure that I and my teammates are helping to develop a personalized wealth plan that suits not only their current needs, but satisfies their future wishes as well. I work with their outside advisors, including accountants and attorneys, to ensure that the clients' holistic wealth plan is established properly and updated as appropriate through changes in tax and regulatory environments. I began my career in wealth management over 35 years ago. I have served in a variety of different banking, brokerage and trust advisor roles. I am active in my community and in my spare time I enjoy nature, animals, gardening, my love of dogs and traveling in my rv.