Photo of Phil Johnson

Walking proudly in his father's footsteps

Phil Johnson takes a “total planning” approach to helping his individual and business clients. With a concentration on savings, investment, and insurance services, Phil is following in the footsteps of his father Paul, a longtime Toledo-area advisor.

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

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
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