Cetera Welcomes Michele Johnson and Her Wealth Solutions Practice to Enhance Client Services
Cetera Welcomes Michele Johnson: A New Chapter in Financial Advising
Cetera has proudly announced the addition of Michele Johnson, a Certified Financial Planner (CFP®), and her practice, Elevated Wealth Solutions, to its esteemed network. With over $80 million in assets under administration, Johnson has been dedicated to guiding individuals in all stages of life, particularly focusing on retirement strategies and wealth planning. This significant move from LPL to Cetera comes with high expectations of fostering a more supportive and resource-rich environment for her clients.
Founded in 2023, Elevated Wealth Solutions is based in Willoughby, Ohio, and has made a name for itself by prioritizing personalized service. Under the capable management of Alison Marrie, who has over a year of experience with the team, the practice aims to create an approachable atmosphere for clients, ensuring that they feel valued and heard.
Michele’s passion for financial advising is deeply rooted in her early career experiences. She recalls a pivotal interaction with a client—a widow who candidly expressed her confusion about her financial situation. This moment ignited Johnson’s commitment to empowering women through education, helping them navigate financial decisions with confidence. “I had a client say, 'I don't know what any of this means,' and it became my mission to ensure women felt secure and informed about their finances,” Johnson reflected.
After spending eight years affiliated with LPL, Johnson sought a new opportunity that promised stronger support and resources, which she discovered in Cetera. She expressed excitement over having access to enhanced tools that will enable her to assist her clients more effectively, particularly in tax and 401(k) planning. Her collaboration with Prosperity Advisors, a key player within the Cetera Advisors community, aligns with her vision of client-centered service.
One of Johnson’s core beliefs is the significance of building strong relationships with her clients, asserting, “I want to be the advisor who gets invited to weddings and birthday parties.” Her approach counters a society often perceived as transactional, as she aims to foster genuine connections that extend beyond mere financial advising. As she looks to expand her team by adding a junior advisor, Johnson is eager to deepen existing relationships while also reaching out to the next generation of clients, including their children and grandchildren.
Tom Halloran, Leader of the Cetera Advisor Channel, recognized Johnson's unique ability to connect with clients, particularly her dedication to guiding women through critical financial decisions. He stated, “Michele has a gift for meeting people where they are and helping them feel confident about their financial future.” Cetera’s culture of support and community played a pivotal role in her decision to join the firm.
Cetera itself is known for being a leading Wealth Hub, providing independent advisors and institutions with personalized support and flexible models for growth. Home to around 12,000 financial professionals, Cetera enables its members to scale their businesses while maintaining the freedom to define their own paths. As of mid-2026, the network boasts an impressive $688 billion in assets under administration, evidencing its robust support for advisors like Johnson.
This new chapter for Michele Johnson and Elevated Wealth Solutions signifies not just a move to a new corporate entity but a commitment to enhancing the financial futures of her clients, especially women seeking guidance and reassurance. Johnson's journey is a testament to the evolving landscape of financial advising, where relationships matter, and client education is paramount, proving that in the realm of finance, a personal touch can make all the difference.