Whitney Johnson, CEP®
Practice Management & Business Development at Dynamic Advisor Solutions
📍 Gilbert, Arizona, United States
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.
Read the full overview →Experience
19 Years
Current Role
Practice Management & Business Development
Location
Gilbert, Arizona, United States
Personality Overview
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Priorities
Topics Whitney cares 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.
Career
Work history
2021
Practice Management & Business Development
Dynamic Advisor Solutions
2020 - 2021
Advisor Associate
Nifty Advisor Support
2015 - 2019
Senior Client Service Associate
Brighton Jones
2007 - 2015
Associate Portfolio Manager
Stoker Ostler Wealth Advisors
In the press
Media appearances
Whitney Johnson, CEP - Dynamic Advisor Solutions. Featured in Dynamic Advisor Solutions
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Education
Whitney has no verified education history
Social presence
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