For decades, The Johnson Group has developed integrated wealth management strategies for multiple generations of affluent families, now residing in 27 states.
On behalf of this select circle of clients – including executives at large companies, legal and medical professionals, and business owners – the team can offer an extra measure of attention to help clients enhance, preserve and, ultimately, transfer wealth.
“For wealthy individuals nearing retirement, we can develop strategies designed for what I call ‘sustainable lifestyles.’ This demands an array of calculations and considerations that can help move clients toward the retirement they’ve imagined. For some, it’s retiring to their lake cabins or building new ones. For others, it’s moving out of state or being able to travel and visit family,” explains Mark Johnson.
Before allocations and investments are considered, Mark and his team feel privileged to spend significant time understanding each client’s goals, time horizons and liquidity needs. Mark says, “Appreciating what each client wants to achieve, tax status, risk tolerance and family dynamics is ‘job one.’”
As a Portfolio Manager in the Merrill Lynch Personal Investment Advisory® (PIA) Program, Mark can manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance. Client portfolios may include equities, tax-free bonds, structured investments and income-seeking investments. Aware that transparency is critical in building clients’ trust and confidence, The Johnson Group can present a detailed rationale with each customized strategy.
“Our strategies are sophisticated, but no more so than our clientele. Our ability to coordinate their liabilities with a Bank of America Wealth Management Banker, or to call upon a client’s tax and legal professionals, is as vital as managing assets. We want clients’ hard work to pay off, so they can make memories with their families,” Mark adds.
Mark L. Johnson, CFP®, CIMA®
Senior Vice President – Wealth Management
Wealth Management Advisor
Portfolio Manager, PIA Program
With more than 20 years’ experience in financial services, Mark is highly regarded in the industry and among clients. At his prior firm, he has been included in the Barron’s Top 1,000 for all advisors nationwide, for the past five years. Since coming to Merrill Lynch in 2013 from Morgan Stanley, Mark continues serving multiple generations of loyal clientele, taking great personal pride in having guided families toward their financial objectives – for retirement, wealth transfer and philanthropic giving.
Mark received his Bachelor’s degree in Business Administration with a concentration in Finance, from the University of Minnesota’s Carlson School of Management. A native of Bloomington, Mark has lived in Shorewood with his family since 2004. He and his wife, Patti, have been married 23 years, and have three grown children. Away from the office, Mark gives back to the community that’s given him so much – volunteering at Wooddale Church with student ministries and coaching youth basketball and baseball. To “relax,” Mark heads outdoors – hiking, fishing and traveling.
Bart McNabb, CFP®
Wealth Management Advisor
With clients’ best interests at heart, Bart is happy to spend time listening, understanding and helping translate their goals into individualized wealth management strategies. Bart joined Merrill Lynch in 2013 after launching his financial services career at Morgan Stanley in 2005.
A graduate of Michigan Technological University, Bart earned a Bachelor’s degree in Mechanical Engineering. Today, Bart, his wife, Stacy, and their two sons live in Chanhassen where Bart coaches his boys in youth hockey, lacrosse, football and soccer. When time allows, Bart is an avid sportsman – playing hockey, fishing, hunting, boating and waterskiing.
Registered Senior Client Associate
A native of Stillwater, Minnesota – who’s lived in Prior Lake since 2002 – Debbie has spent more than 17 years in the financial services industry, beginning with Morgan Stanley (Dean Witter) as a Financial Advisor. While there, she began working with Mark Johnson in 2001, sharing values, goals and vision – for family and clients. Debbie joined Merrill Lynch in 2013, bringing old and new clients her dedication to providing attentive service.
Debbie earned her Business Administration degree from Colorado Technical University and is working toward her Bachelors in Business Administration, with a concentration in Finance. Married to husband, Drew, for 16 years, Debbie is a proud “hockey mom” of two and an avid Minnesota sports fan (Vikings, Twins, Timberwolves, Wild and Gophers). She is also actively involved in her church music ministry.
Ann began her career with Morgan Stanley in 2001. Soon after, she came to know The Johnson Group during its brief move to the Morgan Stanley Wayzata office – then joined the team when it returned to that firm’s Bloomington office. Ann is dedicated to the development of client relationships, believing that personal familiarity and hard work are the cornerstones of creating enduring trust.
A resident of Plymouth, where she lives with her son (a high school freshman), Ann participates with her son’s youth group, and also volunteers with the ICOP organization and the city of Plymouth. Ann values times spent with family and staying active with fitness, dancing and outdoor pursuits.