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Timothy J
Series 63, Series 65
Carmel, IN
Wealth Enhancement Advisory Services, LLC
Timothy Johnston is a financial advisor at Wealth Enhancement Advisory Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he serves as a member of the Development Board at Indiana University Simon Cancer Center and is chair of the board of directors for F3+R, Inc., which focuses on fundraising for precision medicine research. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and consulting services.
Timothy J
Series 63, Series 65
Carmel, IN
Wealth Enhancement Advisory Services, LLC
Timothy Johnston is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Metlife Securities, and OSAIC. Outside of advisory work, he is involved in commercial real estate ownership through Abner Properties, LLC and Abner Properties Rangeline, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.
Donald P
CFP®, Series 63, Series 66
Carmel, IN
Wealth Enhancement Advisory Services, LLC
Donald Penn is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Raymond James Financial Services and Woodbury Financial Services. Outside of his advisory role, he serves on the board of Princess Cit Developers, Inc., a property development company. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.
Elizabeth Y
Series 66
Carmel, IN
Wealth Enhancement Advisory Services, LLC
Elizabeth Yeo is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and OSAIC. Outside of her advisory role, she serves as secretary of the board for F3R, Inc., where she manages communications and charity auctions, and assists with event coordination for R3M Sports Group, Inc. during the Masters Golf Tournament. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Andrew M
Series 63, Series 65
Carmel, IN
Wealth Enhancement Advisory Services, LLC
Andrew Moulton is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Moulton Financial Group and Woodbury Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.
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