Johnson & White Wealth Management LLC

Jordan Abell is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Johnson & White Wealth Management LLC, where he has worked since 2021. Prior to joining the firm, he was associated with Mercari Consultants and Washington & Finnegan, Inc. Johnson & White Wealth Management LLC serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm provides personalized financial planning and investment management, utilizing AI tools for data aggregation and offering unique estate-planning services alongside a range of higher-complexity investment strategies.

Sara Brackett is a financial advisor at Johnson & White Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at PeopleBank and Browns Orchards & Farm Market. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm offers personalized financial planning and investment management, utilizing artificial intelligence tools for data aggregation and providing access to estate-planning software, alongside a range of complex investment strategies.

Jacob Little is a financial advisor at Johnson & White Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Johnson & White Wealth Management, he held roles at Burkentine Builders and Northwestern Mutual, among others. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm provides personalized financial planning and investment management, utilizing AI tools for data aggregation and offering complex investment strategies alongside estate-planning services.

Christopher Johnson is a CFP® professional with 26 years of experience in the financial industry. He has been with Johnson & White Wealth Management LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. Johnson is a managing director and co-owner of his firm. Johnson & White Wealth Management, LLC serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm provides personalized financial planning and investment management, using both discretionary and non-discretionary strategies, and employs artificial intelligence tools to assist with meeting notes and data aggregation.

Melinda Bodi is a financial advisor at Johnson & White Wealth Management LLC with a Series 65 designation and six years of industry experience. She has been with Johnson & White since 2019 and previously worked at the York VA Outpatient Clinic from 2015 to 2019. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm offers personalized financial planning and investment management, using artificial intelligence tools for data aggregation and meeting notes, and provides access to estate-planning software alongside a range of higher-complexity investment strategies.

Robert Allan III is a Series 66-registered advisor with Johnson & White Wealth Management LLC in York, PA, where he has worked since 2014. He has 18 years of industry experience. Outside of financial advising, he is a professional ultimate frisbee athlete involved with Philadelphia Phoenix, focusing on athletic performance and ticket sales. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm offers personalized financial planning and investment management, utilizing artificial intelligence tools and distinctive estate-planning services, alongside a range of complex investment strategies.

Timothy White is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Johnson & White Wealth Management LLC since 2014 and also has concurrent experience with Purshe Kaplan Sterling Investments. Outside of his advisory work, he is co-owner of Guidon, a leadership training business that uses Civil War battlefields to illustrate leadership lessons. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporations, managing approximately $484.6 million in client assets. The firm provides personalized financial planning and investment management, utilizing customized asset-allocation strategies and advanced tools including artificial intelligence to support its services.