Education
A lifelong Toledo native, Phil is a graduate of The University of Toledo.
Registrations
Securities Registered in AL, AZ, CO, FL, IL, IN, MI, NC, OH, SC, WA
Securities Registration Series 6, 7, and 63
Securities Designations
LUTCF® (Life Underwriter Training Council Fellow)
CLU® (Chartered Life Underwriter)
Personal
Phil and his wife, Terri, have two children—Danielle and Nicholas.
For long-term investors, strong absolute returns and downside protection are both essential goals. To reach them, we believe individuals need to look beyond recent market performance and take a longer-term view. The priority should be to invest in a diversified portfolio that can weather a range of market environments.
*Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
Pictured from left to right: Phil Johnson,
Danielle Addison, and Gary LeSage