Our New Client Relationship Coordinator!Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on October 18th, 2017
Washington Wealth Advisors is pleased to announce the newest addition to our team! As an investment advisory firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients in order to help them achieve their financial goals. We believe that our new team member will help carry out our mission and leave you with even more peace of mind that your finances are in good hands!
Meet Carrie Johnson
Carrie Johnson is a Client Relationship Coordinator with Washington Wealth Advisors, supporting Todd’s clients. In her role, Carrie ensures that each Washington Wealth Advisors client has a truly excellent experience. She also oversees and implements the client service model and investment process and acts as office manager of our Falls Church location. Carrie enjoys her relationships with clients and loves the feeling of helping others pursue the financial goals most important to them.
Carrie joined the Washington Wealth Advisors team because she appreciates the important work the firm does by helping families plan for the future. She helps clients fully understand the financial planning process and get answers to their questions so they can feel educated and informed. It’s her goal to offer the highest level of client service to each and every client she supports.
Education and Experience
Carrie holds a Bachelor of Science degree in Public Administration from George Mason University. She has a multi-faceted background in customer service, from supporting leadership in nonprofit organizations to serving church membership to managing facilities-related issues at a government contracting company. Taking care of the needs of clients is second nature to her.
On A Personal Note
Outside of the office, Carrie spends her time teaching cardio dance and yoga classes. She recently completed a yoga teacher training course to better instruct those suffering from PTSD. Carrie resides in Arlington and enjoys spending time with her husband, Ted, as well as her three sons and two dogs.
At Washington Wealth, we take pride in developing long-lasting, meaningful client relationships. Our personal service and close working relationships serve as the cornerstone of our practice. As such, we hope you get a chance to welcome Carrie and benefit from the passion and knowledge she brings to the team! If you want to experience the difference exceptional services makes, schedule a meeting with us today!
About Washington Wealth Advisors
Washington Wealth Advisors is an independent registered investment advisory firm serving high net worth families and small businesses. We focus on holistic financial planning and comprehensive investment management. Leveraging our core strengths of unbiased, active investment management together with a detailed annual financial planning capability, we serve your comprehensive investment and financial planning needs.
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