Adam Johnston

Adam Johnston

Wealth Advisor

Adam believes that helping a client figure out the why in their financial journey, will help make sure their goals can be achieved.  Focusing on the clients goals and needs through planning allow us to create a roadmap for success.  He has a passion for not only assisting clients with their live on funds, but creating strategies that seek to maximize their leave on funds.  Adam feels that generational planning is a key area that most people are missing in their financial plans today.

Adam has been in the financial industry since 2003.  He started his career with National City before moving to MetLife.  Next, Adam served as a National Sales Manager for Jackson Brokerage where he focused on product knowledge and agent training within bank programs.  He helped create a Wealth Transfer focus that is still used with their clients today.  Adam spent the last 13 years at Lake City Bank, where he served as a Senior Investment Executive and Co-Program Manager.

When Adam is in not in the office he enjoys spending as much time as he can with his wife of 19 years, Josie, and their 2 children, Christopher and Natalia.  He enjoys golfing and being outside as much as possible.