Elizabeth Johnston
Investment Advisor Representative
Elizabeth Johnston, an Investment Advisor Representative and Licensed Clinical Social Worker, established Johnston Financial Services to provide personalized wealth management that adapts to each client’s unique life stage.
Her professional philosophy combines a compassionate, service-oriented approach with a rigorous fiduciary duty, ensuring that every recommendation prioritizes the client’s welfare above all else. By emphasizing financial education and clarity, she seeks to empower individuals with the confidence and autonomy needed to navigate financial choices.
Lizzy is dedicated to providing supportive guidance to foster long-term stability for their clients and their families.
Financial Licenses:
- Series 66 and 7 securities registrations
- Life and Health Insurance licenses
Areas of expertise include:
- Minor accounts (UTMA, 529, and ABLE)
- Mutual Funds and ETFs
- Retirement Planning
- Life and Health Insurance
- Long-term care plans
- Employer Retirement Plans