Donna Johns, MBA
Financial Planner
Often times we go through life dealing with day-to-day challenges, overlooking that as each day goes by, we are in our future. A future that we have not fully financially prepared for. My goal is to partner with you to assist you in planning your today so that you are better prepared for your tomorrow.
Working with individuals and business owners to assist them with clarifying their financial goals and developing pathways to achieving them through comprehensive analysis and assessment, and strategic implementation.
-
-
-
- Over eight years in the financial services industry
- Earned my MBA from Northeastern University
- Earned my Bachelor of Science in Civil Engineering from MIT
- Previously worked at Verizon for over 30 years in a variety of areas, including project and engineering management and network provisioning
- Series 6, 63, and 65 licensed
- Life, Accident & Health Licensed in AZ, CA, FL, MA, MD, NC, NY, PA, and RI
-
-
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bartlett Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IN, MA, MD, ME, NC, NH, NV, NY, PA, PR, RI, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Bartlett Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.