Shirley Johnson excels at coordinating our client events, corralling and organizing all the detailed work required to deliver memorable experiences. She also handles our appointment scheduling and general client service work. Her over 25 years’ experience in bookkeeping and financial services makes her a great asset to our team.
Shirley is an adventurer, a traveler, and all-around outdoorswoman, at least when she’s not visiting and spoiling her 5 grandchildren.
Shirley acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 06/18