Jim Johnson

Vice President, Financial Advisor at CapTrust Financial Advisors - Chadds Ford, PA, US

Jim Johnson's Colleagues at CapTrust Financial Advisors
Roberta Angelo

Director Client Services

Contact Roberta Angelo

Andy Cooper

Senior Portfolio Manager

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Jean Duffy

Senior Vice President

Contact Jean Duffy

Barry Schmitt

Senior Vice President, Financial Advisor

Contact Barry Schmitt

Steve Wilt

Senior Vice President

Contact Steve Wilt

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Jim Johnson's Contact Details
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CapTrust Financial Advisors
Jim Johnson's Company Details
CapTrust Financial Advisors logo, CapTrust Financial Advisors contact details

CapTrust Financial Advisors

Chadds Ford, PA, US • 5 - 9 Employees
Financial Services

Our clients are families and individuals who value the personalized attention from an intimate, experienced team while leveraging the investment opportunities only provided by large technology driven financial institutions. The professionals at CapTrust understand how to define and manage your investment portfolio, provide expert financial advice, and monitor activities effecting your accounts and personal security.The key to successful retirement planning is achieving long term alignment between defined goals and disciplined investment strategies. Our relationship together will start with a retirement forecast that captures and clarifies your needs, opportunities and goals. From there, we will explore the complexities of this simple approach and integrate established financial principles, proprietary software and advanced technology to define the right investment approach for each client. As a fee-based provider, we have no ties to any specific financial institutions, leaving us free to access a full spectrum of investment opportunities for our clients.Families and individuals looking for an independent financial partner with a cost-conscious and goal-oriented approach should contact CapTrust. Your assets, your future, are worth CapTrust.

Financial Services
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Frequently Asked Questions about Jim Johnson
Jim Johnson currently works for CapTrust Financial Advisors.
Jim Johnson's role at CapTrust Financial Advisors is Vice President, Financial Advisor.
Jim Johnson's email address is ***@ctfa.com. To view Jim Johnson's full email address, please signup to ConnectPlex.
Jim Johnson works in the Financial Services industry.
Jim Johnson's colleagues at CapTrust Financial Advisors are Roberta Angelo, Andy Cooper, Jean Duffy, Barry Schmitt, Steve Wilt, Ben Goldstein and others.
Jim Johnson's phone number is N/A
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