LPL Financial Advisor

Brian Johnson is a member of a financial advising family team at The Windsor Group that focuses on helping successful individuals, families, and business owners pursue their various investment goals.  They guide their clients, helping them grow and preserve their assets over multiple generations. They utilize the vast research and resources of LPL Financial to develop a customized investment program that is tailored to each investor.  The vast knowledge and perspective developed over their 50 years of combined experience in financial services allows them to give their clients individualized portfolio investment services and customized financial plans.  They always put their clients’ needs first, provide services with integrity and treat each family like they would our own.

With nearly 15 years of experience in the financial services industry, Brian is well-versed in the financial planning needs of individuals and families.  Prior to joining the Windsor Group, he spent 13 years working within MFS Investment Management.  During that time, he handled a variety of roles which deepened his understanding of financial markets and portfolio management, as well as developed his ability to communicate high level investment and planning concepts to individuals with the smallest to highest degree of investment experience.  In addition, Brian has earned the CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation which provides him with the knowledge and tools to understand how to develop specific strategies to help minimize taxes, preserve assets, maximize growth and transfer wealth.  Brian also earned his MBA from Suffolk University and his undergraduate degree in Economics from Saint Anselm College. 

Brian is an outgoing person who enjoys meeting new people.  His favorite activities are centered around travel, sports, and family.  He has traveled to 47 of the 50 U.S. States and has visited the stadium of nearly every Major League Baseball team!  Brian played college football while at Saint Anselm’s and he continues to enjoy the game, never missing a home game as a season ticket holder for the New England Patriots.  He married his wife Kat in 2013 and is the proud father of two boys, Cody & Logan.