Johanna Alter Wilson
Johanna has built her career on the fundamentals of diplomacy, professionalism, and consistency. Her attitude towards success is contagious, and she works hard to provide every client with an experience and a process to assist them in finding risk appropriate products in both the insurance and investment fields.
Johanna has learned how to stand out in an industry with immense competition. Using her skill in coaching, positive thinking, and assisting clients in any way possible, Johanna has become the ultimate package for success.
Working with a professional is clear and apparent, and that's exactly what you will get with Johanna. She offers assistance and step-by-step coverage in a variety of aspects of insurance, personal financial planning, reviews, and group benefits, and business planning services.
Registered Representative, StoneX Wealth Management (Holding Series 6 and 63)
Life and Health Licensed, with additional certifications for Long Term Care, Medicare related products and Healthcare .
Professional Boards and Committees: Planned Parenthood Hudson Peconic Board Of Directors for 2008-16 and 2018-2021, Planned Parenthood Investment Advisory Committee.
Education Experience:
Bachelor's Degree in Business & Marketing from St. Thomas Aquinas College in Sparkill, NY.