Investment Advisory Specialist
Our Investment Advisory Specialist is not only responsible for sales support functions that require clarity and detail, Will Johnson has been crowned the most gracious greeter at our headquarters. He loves to welcome new faces and does it with a SageGuard Financial smile! His professional talent consists of completion and submission of new account applications. Executing and tracking account transfers, maintaining all required account documentations, advisor communication, compliance approvals, production tracking/reporting and trade activity. DJ and Paula taught this young man right when it comes to attention to detail as well as a welcoming smile.