Casey Woodard

Portfolio Manager Assistant at Johnson Investment Counsel - White Oak, OH, US

Casey Woodard's Colleagues at Johnson Investment Counsel
Brandon Plumb

Portfolio Manager Assistant

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Jacob Bick

Fund Services Representative

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Patricia Kohlmorgen

Trust Compliance and Operations Associate

Contact Patricia Kohlmorgen

Michele Kaye

Client Support Assistant

Contact Michele Kaye

Joe Carlo

Portfolio Manager Assistant

Contact Joe Carlo

Timothy Johnson

Chairman of the Board, Founder

Contact Timothy Johnson

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Casey Woodard's Contact Details
HQ
800-541-0170
Location
Cincinnati, Ohio, United States
Company
Johnson Investment Counsel
Casey Woodard's Company Details

Johnson Investment Counsel

White Oak, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments.Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.

Wealth Management Retirement Planning Income Tax Planning Estate Planning Investment Management Goal-Based Planning Insurance Analysis Asset Management Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Johnson Investment Counsel
Frequently Asked Questions about Casey Woodard
Casey Woodard currently works for Johnson Investment Counsel.
Casey Woodard's role at Johnson Investment Counsel is Portfolio Manager Assistant.
Casey Woodard's email address is ***@johnsoninv.com. To view Casey Woodard's full email address, please signup to ConnectPlex.
Casey Woodard works in the Investment Bank/Securities Brokerage industry.
Casey Woodard's colleagues at Johnson Investment Counsel are Brandon Plumb, Jacob Bick, Tim Gehner, Patricia Kohlmorgen, Michele Kaye, Joe Carlo, Timothy Johnson and others.
Casey Woodard's phone number is 800-541-0170
See more information about Casey Woodard