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Erie Johnson Dcfp

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Erie Johnson Dcfp

VP, Senior Wealth Management Officer

Bettendorf, Iowa, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Non-Profit Experience

Erie Johnson Dcfp

Work Experience

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VP, Senior Wealth Management Officer at

Quad City Bank and Trust Company

March 2023 - Present

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Vice President & Trust Officer at

First Community Trust, N.A.

November 2020 - April 2023

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Senior Fiduciary Relationship Specialist at

Wells Fargo Wealth Management

November 2018 - October 2020

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Fiduciary Advisory Specialist at

Wells Fargo & Company

June 2013 - November 2018

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Attorney at

Katz Huntoon & Fieweger PC

November 2005 - June 2013

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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

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***********@qcbt.com

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