Lorraine D. Johnson, CFP^®

Lorraine Johnson works extensively with high net worth business owners, individuals, and families to help them create, manage, and preserve their wealth. She particularly enjoys providing investment advice and helping owners to integrate their personal and business planning.

Lorraine is a highly qualified financial services representative with a unique combination of experience and professional credentials. She earned an undergraduate degree in Trust Management, holds the designation of Chartered Financial Analyst, is a Certified Financial Planner^TM, and has over two decades of experience in the financial services industry.

Lorraine is a member of the North Carolina Society of Financial Analysts, the Financial Planning Association and the CFA Institute. She is a Registered Representative of Royal Alliance Associated, Inc., member of FINRA/SIPC, and is licensed for securities and insurance. Separately, she is an Investment Advisor Representative of Triad Financial Advisors, a Registered Investment Advisor.

As an active member of the Triangle community, Lorraine serves on the fund-raising committee of Triangle Family Services, is a member of the Greater Raleigh Chapter of the National Association of Women Business Owners (NAWBO), and serves as a frequent speaker for non-profit and professional organizations. She enjoys music, theatre and travel.

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households