Akili M. Johnson
First Vice President, Investment Officer, Senior Financial Advisor at Wells Fargo Advisors
- Role
- First Vice President Investment Officer at Wells Fargo Advisors
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Akili M. Johnson
As a leader on an experienced team. We focus on building value based relationships with individuals, families and institutions within a culture of accountability. After we have listened to the needs of each client, our next step is go through a process of determining what is in the clients best interest and then advise those relationships based on the unique needs. We then align their needs with our capabilities to provide results in helping to attain their lifetime goals. Accredited Wealth Management Advisor℠ and AWMA® are registered service marks of the College for Financial Planning. This information is intended for use only by the residents of TX and Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
First Vice President Investment Officer
Sep 2021 — Present · US
We offer private wealth management, estate, investment and business master planning solutions within a high standard of client care.
Education
Texas Christian University
Attended no diploma conferred
1995 — 1997
Abilene Christian University
Bachelor's degree, Finance and Financial Management Services
1997 — 2001
Investment Banking Institute
Accredited Certificate Program
2013 — 2013
College for Financial Planning
Sports & Entertainment Accredited Wealth Management Advisor SM - SE-AWMA®, Estate Planning; Investments. Tax Strategies; Business Advisory
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