John Johnson, CEP®

Morgia Wealth Management
151 Mullin Street
Watertown, NY 13601
(315) 222-7148
Toll Free: (888) 369-8880
Mobile: (315) 777-7948
(315) 836-0058

jbjohnson@morgiawm.com
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CEP® Date Awarded
December 1, 2024

John B. Johnson, CEP®

Director Wealth Management, Partner - Morgia Wealth Management

John joined Morgia Wealth Management in 2020 as the Director of Wealth Management to focus on client relationship management and growing the business through marketing. He has over 25 years of business management experience ranging from Fortune 100 strategic planning to brand management to recently running a portfolio of media properties as CEO.

John also consults with a technology-based start-up in the agriculture & robotics space, is a board member of AAA of Western and Central New York sitting on the Investment Committee, is the past Chairman of the Board of Directors for Nicholville Telephone Co & St. Lawrence Internet Co (SLIC), member of the Watertown Rotary, on the board of the United Way of Northern New York, and on the board of the local YMCA, where he served a term as Board President. He lives in Watertown with his wife, Kate, three children and the dog, Peanut Butter (PB). In his free time, he is active with his kids’ sports, swims, skis, wishes for snow, road bikes and brews beer in his basement.

John has an MBA from Northwestern University’s Kellogg School of Management, a bachelor's degree from Wesleyan University (CT) and graduated from Philips Exeter Academy (NH).

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

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