Joey Johnson
Managing Director
Address
Sarasota
52 S. Lemon Ave
Sarasota, FL 34236
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
About me
Joey Johnson is a Managing Director with BMO Private Bank.
Joey oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout Florida East.
Joey joined the organization in 2022 and has over 20 years of experience in the financial services industry. Joey graduated from the University of North Carolina at Chapel Hill with a Bachelor of Arts degree in Psychology. She has a Series 7, 24, 63 and 66 securities licenses, along with her Health and Life Insurance licenses.
Joey makes her home in Jupiter with her husband and their three children. Joey is active in CrossFit, yoga and playing volleyball. She enjoys gardening, hiking, spending time at the beach and traveling with family.
Joey oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout Florida East.
Joey joined the organization in 2022 and has over 20 years of experience in the financial services industry. Joey graduated from the University of North Carolina at Chapel Hill with a Bachelor of Arts degree in Psychology. She has a Series 7, 24, 63 and 66 securities licenses, along with her Health and Life Insurance licenses.
Joey makes her home in Jupiter with her husband and their three children. Joey is active in CrossFit, yoga and playing volleyball. She enjoys gardening, hiking, spending time at the beach and traveling with family.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
Meet your advisors
Mandy Quinones
Private Wealth Advisor
Call: 941-363-2232
Rachel DeLauro
Market Manager
Call: 941-361-2814
Chandler Pennington
Private Wealth Advisor
Call: 941-363-2236
Elizabeth Hinz
Senior Trust Administrator
Call: 941-361-2844
Have questions about working with a BMO Wealth Advisor?
