Merrill Lynch Financial Advisor Johanna Walters

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Johanna Walters is a financial advisor based in Blue Bell, Pennsylvania, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Certified Plan Fiduciary Advisor (CPFA), Johanna provides comprehensive financial planning services. Her practice focuses on helping individuals and families achieve their financial objectives through personalized guidance.

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