5 min
Joey Johnson, Managing Director for Florida East at BMO Wealth Management Thrivefecta
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- Business
Our guest today is a Managing Director with BMO Wealth Management. Her name is Joey Johnson and she oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high-net-worth individuals, families, organizations, and more, throughout Florida East. Joey has over 20 years of experience in the financial services industry. Joey lives in eastern Florida with her husband and their three children. She is active in CrossFit, yoga volleyball, gardening, hiking, and the list goes on.
The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit wealth.bmoharris.com/insights for the full list of episodes. Find the feed on Spotify, Apple Podcasts, YouTube, or search for BMO Thrivefecta on your favorite podcast listening app.
Contact BMO Wealth Management through our website at wealth.bmoharris.com.
Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host.
Disclosure
“BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company. “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal. BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured. You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc. Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services: ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A.
Our guest today is a Managing Director with BMO Wealth Management. Her name is Joey Johnson and she oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high-net-worth individuals, families, organizations, and more, throughout Florida East. Joey has over 20 years of experience in the financial services industry. Joey lives in eastern Florida with her husband and their three children. She is active in CrossFit, yoga volleyball, gardening, hiking, and the list goes on.
The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit wealth.bmoharris.com/insights for the full list of episodes. Find the feed on Spotify, Apple Podcasts, YouTube, or search for BMO Thrivefecta on your favorite podcast listening app.
Contact BMO Wealth Management through our website at wealth.bmoharris.com.
Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host.
Disclosure
“BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company. “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal. BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured. You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc. Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services: ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A.
5 min