Amy W. Johnson is a seasoned professional with nearly a decade of experience in the financial services industry. She began her career at Chase Bank, where she quickly advanced from banker to a prominent role within J.P. Morgan’s Client Banking division. It was during this time that she discovered her passion for helping clients navigate their financial planning needs. Amy earned her Bachelor of Science in Management (BSM) with an Advanced Specialization in Entrepreneurship from Pepperdine University Graziadio Business School. Her genuine interest in her clients’ lives, combined with her ability to deliver personalized strategies tailored to their unique goals, continues to set her apart.
Seeking to further enhance her practice and offer her clients even more comprehensive services, Amy transitioned to Edward Jones, where she spent the next 4 and a half years honing her expertise. However, she soon realized that she needed greater flexibility and an open architecture platform to fully serve her clients in a fiduciary capacity in advisory relationships. In February 2019, Amy joined Perennial Financial Services, a move that allowed her to take her financial planning experience to the next level.
Throughout her career, Amy has prioritized building strong client relationships and developing long-term strategies that always prioritize her clients' best interests. She consistently goes above and beyond to pursue her clients' performance, viewing it as the ultimate reward. Amy's dedication extends beyond her professional life; she actively supports Dress for Success through donations and event attendance. Currently, she is collaborating with Building Blocks for Kids, where she helps underprivileged children learn the fundamentals of investing.