Wealth Management

Vera Johnson

MBT Investment Services

Vera Johnson, CIMA, CFP®, Ch FC joined MBT Investment Services in 2011 and currently serves as a Wealth Advisor and Chartered Retirement Planning Counselor. She prides herself on working with individuals to build an investment plan that is tailored to their individual goals and objectives.

Vera is fully registered financial advisor and also holds licenses in life, variable and health through LPL Financial. In addition, she has received Certified Financial Planner and Chartered Financial Consultant designations through the American College as well as the Certified Investment Management Analyst designation through the Wharton School of Business.

She spent the past 10 years working in the financial management industry with Morgan Stanley and most recently Merrill Lynch. Prior to that Vera spent over10 years as a Director with the William Beaumont Hospital Foundation. Vera received her Masters of Science degree in Finance from Walsh College, and her Bachelors of Science in Biology and Bachelors of Arts in Liberal Arts from Michigan State University.

CONTACT vera      

or call 800-321-0032 for more information.



Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals. Monroe Bank & Trust and MBT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, Ohio.

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