Unclaimed
Mary Ann Johnson is a financial advisor with Castle Wealth Management. Mary Ann has been in the industry since May 1992 and is registered with the state of Florida since August 2017 and North Carolina since July 2022. Mary Ann is also the President of MAJohnson Strategies, Inc., a business consulting firm specializing in client service, manager research and performance reporting. Mary Ann's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals. Mary Ann Johnson is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
07/01/2022 - Present
Castle Wealth Management (WEST PALM BEACH FL)
Active
Inactive
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