Directory
>
Erie Johnson Dcfp
Erie Johnson Dcfp
VP, Senior Wealth Management Officer
Bettendorf, Iowa, United States
Erie Johnson Dcfp
Summary
Erie Johnson is a dedicated VP and Senior Wealth Management Officer with a strong legal background and extensive experience in wealth management. He combines his expertise as an attorney and CERTIFIED FINANCIAL PLANNER to provide personalized relationship management for affluent clients. His holistic approach to wealth management focuses on helping individuals and organizations achieve their financial goals through strategic planning. With a solid foundation in law, he has navigated various legal domains including estate planning, family law, and commercial litigation. Erie is committed to creating and modifying client legacies while ensuring fiduciary standards are met. His passion for helping others is evident in his client-focused strategies and comprehensive understanding of financial services. He has a proven track record of administering fiduciary accounts and collaborating with other wealth management professionals. Additionally, his experience spans both corporate and legal sectors, giving him a unique perspective in the financial industry.
Erie Johnson Dcfp
Work Experience
VP, Senior Wealth Management Officer at
Quad City Bank and Trust Company
March 2023 - Present
Vice President & Trust Officer at
First Community Trust, N.A.
November 2020 - April 2023
Senior Fiduciary Relationship Specialist at
Wells Fargo Wealth Management
November 2018 - October 2020
Fiduciary Advisory Specialist at
Wells Fargo & Company
June 2013 - November 2018
Attorney at
Katz Huntoon & Fieweger PC
November 2005 - June 2013
Erie Johnson Dcfp
Education
College for Financial Planning A KAPLAN COMPANY, Cfp® Certification Professional Education Program Certification Of Completion
January 2021 - January 2022
northern illinois university college of law, Juris Doctor
January 1999 - January 2002
Fayetteville State University, Bachelor Of Science
January 1993 - January 1998
Frequently Asked Questions about Erie Johnson Dcfp
What is Erie Johnson Dcfp email address?
Erie Johnson Dcfp's primary email address is ***********@qcbt.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Erie Johnson Dcfp graduated from?
Erie Johnson Dcfp holds a degree in Financial Planning And Services from College for Financial Planning A KAPLAN COMPANY.
How can I directly contact Erie Johnson Dcfp?
To contact Erie Johnson Dcfp directly, you can use the email address ***********@qcbt.com. Complete contact information is available upon registration with Muraena.
Who is Erie Johnson Dcfp?
Erie Johnson is a dedicated VP and Senior Wealth Management Officer with a strong legal background and extensive experience in wealth management. He combines his expertise as an attorney and CERTIFIED FINANCIAL PLANNER to provide personalized relationship management for affluent clients. His holistic approach to wealth management focuses on helping individuals and organizations achieve their financial goals through strategic planning. With a solid foundation in law, he has navigated various legal domains including estate planning, family law, and commercial litigation. Erie is committed to creating and modifying client legacies while ensuring fiduciary standards are met. His passion for helping others is evident in his client-focused strategies and comprehensive understanding of financial services. He has a proven track record of administering fiduciary accounts and collaborating with other wealth management professionals. Additionally, his experience spans both corporate and legal sectors, giving him a unique perspective in the financial industry.
Erie`s contact details
***********@qcbt.com