As the Director and Regional Manager at AMG Wealth, Lee Johnson leverages his extensive experience in sales and relationship management to cultivate and enhance partnerships with financial advisors across Texas, Oklahoma, Louisiana, New Mexico, and Arkansas. With a proven track record in both national and...
As the Director and Regional Manager at AMG Wealth, Lee Johnson leverages his extensive experience in sales and relationship management to cultivate and enhance partnerships with financial advisors across Texas, Oklahoma, Louisiana, New Mexico, and Arkansas. With a proven track record in both national and international sales management, Lee excels in developing tailored investment strategies that align with the unique needs of individual clients and financial advisors alike. His expertise spans a diverse range of financial products, including private equity, separately managed accounts, and mutual funds, enabling him to provide comprehensive investment guidance that drives growth and success.
Lee's role involves not only representing institutional independent asset managers but also strategically expanding sales across various distribution channels, including wirehouses, RIA firms, trust companies, multi-family offices, and independent broker-dealers. His passion for building strong relationships is evident in his approach to client engagement, where he focuses on understanding the specific challenges and goals of financial advisors. By fostering these connections, Lee helps advisors gather and grow their assets under management, ultimately enhancing their service offerings to clients.
In addition to his relationship-building skills, Lee holds multiple industry licenses, including Series 63, Series 7, Series 26, and CFMC, which further solidify his credibility and expertise in the financial services sector. His commitment to continuous learning and professional development, combined with his deep understanding of the sales process, positions him as a valuable resource for financial advisors seeking to navigate the complexities of investment planning and implementation. Through his leadership at AMG Wealth, Lee Johnson is dedicated to empowering financial advisors and their clients to achieve their financial aspirations.
