Wealth Management Services | Worth Asset Management | Dallas TX

Beth Ann Johnson

Financial Advisor

Beth Ann Johnson | Worth Asset Management | Dallas TXBeth Ann Johnson | Worth Asset Management | Dallas TX

I grew up on a farm near Lamesa, TX, and graduated from Texas Tech University.  I started my lessons in finance early with 4H participation.  My dad took me to the bank at nine years old to borrow money to buy show animals, then after the season and sales, back to the bank to pay off the loan.  I developed a love of business and finance.

 

I had a very enriching corporate career working with CPA’s, Attorneys, and CIO’s both in private practice and with corporations.  Because of their stories of client situations and my dad suffering significant losses from a transactional broker that fueled my passion for making a positive impact with integrity for people with their financial decisions and keeping them out of the hands of ill advice.

 

 I have successfully managed family finances for many years and have both insurance AXA Equitable and large wirehouse background of Morgan Stanley and RBC.  I am pleased to be with an Independent RIA to have the broadest of resources with no bias toward any company products for families and business owners.   I value comprehensive planning and strategy to set the course for clarity and confidence for your financial future.

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