Dan Johnson

Amministratore Delegato presso Birchcreek Wealth Management LLC

Finance

Consumer Services

Profilo

Mr. Daniel A.
Johnson is a President & Chief Executive Officer at Birchcreek Wealth Management LLC.
He has over a decade of experience working with individuals, families, and business owners on planning for their futures.
Mr. Johnson was previously employed as a First Vice President by Merrill Lynch, Pierce, Fenner & Smith, Inc. He is a Business Finance graduate of the University of Florida, holds the CERTIFIED FINANCIAL PLANNER certification, and has obtained the Certified Plan Fiduciary Advisor designation.

Posizioni attive di Dan Johnson

Società	Posizione	Inizio
Birchcreek Wealth Management LLC Birchcreek Wealth Management LLC Investment ManagersFinance Birchcreek Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dayton, Ohio. The firm was founded by Daniel Johnson in 2019. BWM offers advisory services to individuals, high net-worth individuals, families, trusts, estates, businesses and pension and retirement plans.	Amministratore Delegato	01/06/2019

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Precedenti posizioni note di Dan Johnson

Società	Posizione	Fine
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	01/08/2019

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Formazione di Dan Johnson

University of Florida

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
Birchcreek Wealth Management LLC Birchcreek Wealth Management LLC Investment ManagersFinance Birchcreek Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dayton, Ohio. The firm was founded by Daniel Johnson in 2019. BWM offers advisory services to individuals, high net-worth individuals, families, trusts, estates, businesses and pension and retirement plans.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance