Stephen E. Johnson, JD, CFP®, CPWA®
Portfolio Manager
Steve started his investment career with Morgan Stanley Dean Witter and spent 14 years at Charles Schwab overseeing individual clients’ planning, portfolio design and allocation strategies. He was a frequent presenter at Schwab seminars, has spoken before national audiences about issues and opportunities in the markets. Steve has been quoted by Boston Magazine, the Boston Globe and USA Today, and has been interviewed on several investment radio programs.
Steve holds a B.A. from the University of Vermont and is a magna cum laude graduate from the University of Maine School of Law. Admitted to the Massachusetts Bar, he spent a year with Bowditch and Dewey before realizing that his financial cases were the most interesting, precipitating his career change. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2012 and his Certified Private Wealth Advisor (CPWA) credential in 2014. He joined the firm in 2014.
“In a difficult and volatile market, dividend investing delivers predictable annual income for clients worried about their retirement income.”