Johanna Walters
Johanna Walters has worked in the financial services industry since 1998. She is a Managing Director and Private Wealth Advisor at Merrill Private Wealth Management, where she specializes in investment analysis, wealth management strategies, and estate planning. Johanna has received numerous recognitions from industry periodicals and publications. Active in community and philanthropic activities, she serves and supports institutions in their missions for improved water quality environmental education, and land conservation. Johanna holds the Series 7 and Series 66 FINRA registrations, and is licensed as an agent for Life, Accident, and Health Insurance.
Johanna Walters Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
Academic History
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Bachelors Degree, Finance and Business Law
Certifications and Recognitions
- Forbes America's Top 250 Wealth Advisors, 2020
- Forbes America's Top Women Advisors, 2020
- Forbes Best-in-State Wealth Advisors, 2020
- Barron's America's Top 100 Women Financial Advisors
- Barron's Top 100 Women Financial Advisors
- Barron's Top 100 Financial Advisors
- Series 7 and Series 63 FINRA registrations
Community Involvement
- Member, Philadelphia Estate Planning Council
- Member, The Highlands Historical Society
- Member, Wissahickon Valley Watershed Association
- Member, Horseways