Whitney Johnson is a Practice Resource Manager at Dynamic Advisor Solutions, where she assists financial advisors in practice development and growth. With over 13 years of experience in wealth management, she holds a Bachelor of Science in Business Management and is a Certified Estate Planner (CEP®), focusing on holistic planning and operations.
Whitney Johnson, CEP®
Practice Management & Business Development at Dynamic Advisor Solutions
Gilbert, Arizona, United States
Overview
Topics They Care About
Advisor Practice Development
Her role is centered on helping financial advisors elevate their practices by partnering with Dynamic and utilizing their resources for growth.
Estate Planning
She holds a designation as a Certified Estate Planner (CEP®), indicating a professional focus and passion for this specific area of wealth management.
Personal Development
Enjoys various forms of personal development and is actively working towards a certification in life coaching, showing a deep interest in self-improvement and helping others.
Media Appearances
Whitney Johnson, CEP - Dynamic Advisor Solutions. Featured in Dynamic Advisor Solutions
Work History
2021
Practice Management & Business Development at Dynamic Advisor Solutions
2020 - 2021
Advisor Associate at Nifty Advisor Support
2015 - 2019
Senior Client Service Associate at Brighton Jones
2007 - 2015
Associate Portfolio Manager at Stoker Ostler Wealth Advisors
Education
Whitney has no verified education history
More Information
Social Presence :
Prographics :
Exp : 19
Location : Gilbert, Arizona, United States
Job Level : N/A
Designation : Practice Management & Business Development at Dynamic Advisor Solutions
