Ameriprise Financial

Ameriprise Financial
Contact Name
Becky L. Johnson CFP®, CMFA®
Address
28100 US Hwy 19 N, Suite 400
Town/City
Clearwater
State
Florida
ZIP Code
33761
Phone
(704) 916-6920
Website
Visit My Website
Description

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

Get started

37 Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Military Financial Planning

Qualifications

  • CFP® or CERTIFIED FINANCIAL PLANNER® certification
  • CMFA® Certified Military Financial Advisor®
  • CMFA Certified Military Financial Advisor

Education

  • AAS, Associate in Business/ Banking and Finance, Central Piedmont Community College, 1988

Awards & recognition

  • Retirement Direction Group, Ameriprise Client Experience Award, 2021 - 2024
  • Ameriprise Circle of Success Diamond Ring, 2014
  • Ameriprise Circle of Success, 2001-2013, 2016-2020
  • Five Star Wealth Manager, 2012, 2014-2016

Professional associations

  • Lake Norman Chamber of Commerce
  • Financial Planning Association
  • American Marketing Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

 

Community participation

Finance Committee Chair - Oakhurst UMC, Ameriprise Women's Empowerment Board of Directors Education Committee, Lake Norman Chamber of Commerce Member, Financial Planning Association Member, Founding Board Member of Lake Norman Charter School 1998-02, Lake Norman Christian School Board Member 2018-2020

Interests

My family is growing! Daughter Ashley and Son in Law Chris just had their first child. Robbie Lee McCarter came into this world on Dec 17th, 2023. My son Wesley is now engaged to Amanda Arias. They plan to wed next year and live in the Charlotte area. I am proud of them and look forward to many great years. I continue to cycle as often as possible and spend a lot of time on the Pinellas Trail in Florida. In October last year I went on my first Cycling cruise in Croatia. What a beautiful country and people. We cycled every day to sightsee with our tour guide. When not cycling, I enjoy kayaking and visiting extended family.