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John M
Series 63
Sarasota, FL
Johnson Private Wealth Management, LLC
John Machonga is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Johnson Private Wealth Management, LLC since 2015. He also has a long-standing role at Firstmerit Bank, N.A. dating back to 2012. Johnson Private Wealth Management provides portfolio management and financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs a comprehensive investment approach that includes fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, managing all client assets in-house and utilizing a variety of trading strategies tailored to client risk tolerances.
Barbara J
Series 66
Sarasota, FL
Johnson Private Wealth Management, LLC
Barbara Johnson is a financial advisor at Johnson Private Wealth Management, LLC in Sarasota, FL, holding a Series 66 designation with 18 years of industry experience. She has been with Johnson Private Wealth Management since 2014. Outside of her advisory role, she is the owner and manager of Willow Point Farm Hunt Club, where she oversees bookkeeping, scheduling, and contracts. Johnson Private Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients as well as charitable organizations. The firm employs a comprehensive investment process using fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and manages all client assets in-house.
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