Stuart Johnson

Financial Advisor at Raymond James

Role
Financial Advisor at Raymond James
Location
Birmingham, AL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Stuart Johnson

As a financial advisor with Raymond James, my focus is on helping clients achieve their financial goals through 1) sound investment strategy and 2) comprehensive financial planning. Many of my clients are business owners and/or business operators who need tailored investment solutions that fit their unique needs and who desire ongoing financial advice that incorporates tax planning, estate planning, succession planning and retirement planning into a comprehensive road map they can follow. Our investment platform at Raymond James gives clients access to a multitude of investment options, including access to tax free municipal bonds, private equity and other alternative investments. We also serve in an advisory capacity on 401(k) and other retirement plans for companies and individuals who desire to attract, retain and reward their employees and who are invested in the success of their businesses.And we help clients review their insurance policies, whether it\'s life insurance, long term care insurance or disability insurance, all with a goal focused on mitigating future risks while providing financial confidence to clients and their children and grandchildren. Please message me here or email me directly at s••••••••@raymondjames.com if you would like to learn more about our services and how we work with clients. Thank you!

Experience

  1. Financial Advisor

    Raymond James

    May 2017 — Present · Birmingham, AL, US

    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC

Education

  • William & Mary

    BA, English

    1987 — 1991

  • The University of Alabama School of Law

    JD

    1991 — 1994

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