Holly Johnson
Financial advisor serving individuals, businesses, and non-profits | Financial Strategies | Portfolio Review | 401K Options | Estate and Legacy Strategies | Asset Protection Strategies
- Role
- Financial Advisor at Edward Jones
- Location
- Mason City, IA, US
- LinkedIn followers
- 500 followers
About Holly Johnson
Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.Having started working at an early age at the local hardware store, I quickly learned the value of hard work and that grit and determination can help to understand complex systems and fix problems. My career has focused on building relationships and connecting people to resources and opportunities to make a difference for themselves and others. With Edward Jones and my education in business and finance, paired with years of experience learning about people and their goals, clients can be assured that we will work together to understand what is important and bring forward solutions-based tools to reach their financial goals.Edward Jones is a family business in our household. Mike (my husband) has been a financial advisor with the firm for ten years. Our adult sons Zachary and Maguire both live in the area and as a family we love to explore Iowa and the Midwest. Having grown up in northern Michigan, boating, camping, hiking, and skiing are lifetime hobbies that we continue to enjoy. We are so grateful for the people and communities that have embraced us after we moved to northern Iowa to raise our family. This has also led us to service. Prior to Edward Jones, I worked in the non-profit sector fundraising in higher education for 25 years. I look forward to getting immersed in the North Iowa region and connecting to service and volunteer opportunities that impact the people in our community. As you think about your financial future, I want to partner with you to reach your goals and dreams. Call or email today – it is never too early to create a map to financial success. Together, we can define that plan and work to get on track to achieving your vision for the future.
Experience
Financial Advisor
Aug 2022 — Present · IA, US
Education
Central Michigan University
Masters of Science, Administration
2013
Iowa State University
Doctor of Philosophy - PhD, Education - Community College Leadership Program
2017
Skills
- Strategic Planning
- Fundraising
- Alumni Relations
- Policy
- Editing
- Training
- Volunteer Management
- Budgets
- Community Outreach
- Community Development
- Public Relations
- Staff Development
- Teaching
- Time Management
- Event Management
- Strategy
- Student Development
- Administration
- Social Media
- Organizational Development
- Grants
- Student Affairs
- Non-Profits
- Event Planning
- Program Development
- Team Building
- Leadership
- Grant Writing
- Nonprofits
- Higher Education
- Research
- Program Management
- Public Speaking
- Microsoft Office
- Annual Giving
- Customer Service
- Powerpoint
- Leadership Development
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