Brodie Johnson of Merrill Lynch: Tips for Managing Wealth

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Brodie Johnson of Merrill Lynch Tips for Managing Wealth

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Brodie Johnson  is a respected investment professional who served as the Head of Residual Trading at Merrill Lynch and Bank of America. After more than three decades in the financial sector Mr. Johnson went into semi-retirement and now helps a handful of clients with their wealth management strategies. Here are some of his most helpful tips.

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A robust financial plan plays an essential role in securing your future. When developing your financial plan you need to consider your current finances as well as your financial history and lifestyle. Outlining and managing your financial goals is fundamental. Create Achievable Goals

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As your life changes your financial plan requires regular review and revisions. To make sure your goals are still on target and achievable you need to review your goals as well as your income and tax situation. Review Your Financial Goals Regularly

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If you’d like more information about Brodie Johnson and his time at Merrill Lynch you can visit his and see what he’s been up to in semi-retirement.

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Thank You

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