Important! Next Steps Regarding the Transition of Your Wealth Account(s)
Sent on March 21, 2023
As we continue to make progress with the transition of your wealth account(s) to BNY Mellon | Pershing, the next step is to complete your paperwork.
Our Wealth Operations team is preparing your paperwork for review and signature on behalf of your Johnson Financial Group Advisor. To complete the process as efficiently as possible, you may be contacted by one of the Wealth Operations team members below to verify account information.
Wealth Operations Team
| Zoe Kastanias | 262-619-2601 | zkstanias@johnsonfinancialgroup.com |
| Adrian Love | 262-619-2609 | alove@johnsonfinancialgroup.com |
| Andrea Archie | 262-619-2163 | aarchie@johnsonfinancialgroup.com |
| Jess Vance | 262-619-2283 | jvance@johnsonfinancialgroup.com |
| Deb Drews | 262-619-2192 | ddrews@johnsonfinancialgroup.com |
| Takayla Scott | 262-619-2134 | tscott2@johnsonfinancialgroup.com |
| Shelene Piper | 608-203-3878 | spiper@johnsonfinancialgroup.com |
| Jeanette Schmalz | 262-619-2622 | jschmalz@johnsonfinancialgroup.com |
Once your paperwork is ready for your review and signature, you will receive it electronically from WCPT@johnsonfinancialgroup.com, to the email address we have on file for you. Electronic delivery helps ensure your personal information is kept secure and protected.
If you have any questions on your paperwork, please email Wealth Operations at WCPT@johnsonfinancialgroup.com and a member of the team will contact you.
We appreciate your patience and trust as we enter the final stage of the transition and thank you in advance for working with us to finalize your paperwork.