PROFESSIONAL PROFILE
JEREMIAH A. JOHNSON CFP® , Financial Advisor
Jeremiah is a Certified Financial Planner™ with a mission to deliver strategies from the most successful investors to more family’s financial plans, such as; covered call writing to dramatically increase income and hedge risk. He works as a team with other Merrill Lynch Specialists to deliver the full resources of our firm.
Each family has unique needs and may work with several team members. Together, using reason, logic and history, we are able to help you find the highest probability way of meeting your family’s financial goals.
Case Example:
One couple uses a covered call option overlay for a portion of their portfolio to generate additional income for the purpose of gifting to the 529 plans they set up for their grandchildren’s college educations. This has allowed them to avoid invading their retirement income to fund these plans, and retain a principal balance to fund other endeavors. They also work with our local Trust and Estate Specialist, from Merrill Lynch Bank & Trust Co. to maintain solid estate and charitable gifting plans.
We conduct regular reviews throughout the year with the families we work with to strengthen financial success in these ever changing times.
Jeremiah has been in the wealth management business since 1995 and joined Merrill Lynch in 2006. He earned his Certified Financial Planner™ designation, awarded by the Certified Financial Planner Board of Standards, in 2007. Jeremiah’s office is in Ann Arbor and he lives just north of Adrian where he enjoys spending time with his wife and their two boys.
Send an email, make a call, talk to my Registered Client Associate, Ellen Pritchard, and come have a chat over coffee to see what we can do for your family.