In section Releases

Michele Johnson Moves Elevated Wealth Solutions to Cetera

After eight years with LPL, financial advisor Michele Johnson has moved her Willoughby-based practice, Elevated Wealth Solutions, to the Cetera network. The firm, which oversees approximately $80 million in assets under administration, joins the Prosperity Advisors group in a bid to access more robust planning tools and resources.

Michele Johnson Moves Elevated Wealth Solutions to Cetera

Johnson founded Elevated Wealth Solutions in 2023 with a focus on retirement strategies and income replacement. Her decision to transition follows a search for a more supportive environment that mirrors the tight-knit culture of her early career. By aligning with Prosperity Advisors, she gains access to specialized tax and 401(k) planning infrastructure designed to bolster her client-centric, relationship-driven approach.

The advisor emphasizes a specific focus on helping women navigate financial complexity, a mission sparked by a formative experience with a client early in her career. Beyond current operations, Johnson plans to scale her practice by hiring a junior advisor in the coming months. Tom Halloran, Cetera’s Advisor Channel Leader, noted that Johnson’s commitment to family-oriented service makes her a strategic addition to the network’s community of roughly 12,000 financial professionals.

Share:on TelegramXFacebook

Subscribe to our newsletter

Once a week — the best stories from our editors, no ads or push notifications. Delivered Sunday morning.

Comments (0)

Leave a comment

No comments yet. Be the first!