Lacey Johnson, CFP^®

Lacey Johnson, CFP^®, Senior Vice President, joined the firm as a Wealth Advisor in Private Wealth Management in 2022. Bringing more than 20 years of experience in the financial services industry, she joins us from Fidelity Investments, where she was a senior relationship manager for their Family Office Services. In this role, she developed a business with Single Family Offices and Ultra High Net Worth Families across the Tri-State and east coast of Florida. Lacey’s client work included ongoing investment and portfolio construction consultations, intergenerational wealth and charitable-giving planning, rising-generation engagement, and family-office governance and work-flow reviews. Prior to that, she was a financial consultant to high net worth families in the Palo Alto and New York City offices for Fidelity’s Private Client Group. Lacey received a BA from Baylor University.