Grace Anderson
VP Wealth Advisor
- Role
- VP Wealth Advisor at Johnson Financial Group
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
Experience
VP Wealth Advisor
Oct 2023 — Present · Green Bay, WI, US
As Vice President Wealth Advisor, I establish relationships with clients and deliver highly personal, strategic solutions for their individual needs. I view myself as a thoughtful collaborator helping my clients navigate complex financial matters while seeing the bigger picture. In 2022, I earned the Accredited Investment Fiduciary designation from fi360, and in 2024, I earned the Certified Trust Fiduciary Advisor designation through the American Banker’s Association. Ask Me About• Retirement and Financial Planning• Estate Planning• Wealth StrategyCommunity Involvement• Fox Valley Estate Planning Council, Vice President• Green Bay Estate Planning Forum• Women’s Fund of Greater Green Bay• America Red Cross, frequent donor
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