Daniel Johnson (CFP®, MBA)

Daniel Johnson focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Medical Professionals
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Daniel joined Parsec in 2013. His professional experience includes investment advisory services, personal banking services, and tax preparation with a large credit union. Daniel is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). Daniel focuses on working with those working in the Medical/Dental field, with work histories ranging from currently in residency to approaching retirement. Daniel has been quoted in a number of publications, including the Wall Street Journal, AARP Bulletin, and the CFA Institute Magazine. He holds a Bachelor of Science degree in accounting from the University of North Carolina at Asheville, as well as an MBA with a certificate in finance from East Carolina University.

NAPFA Start Date

April 08, 2014


This Office

4400 Silas Creek Pkwy Ste 104 Winston Salem, NC 27104-3823 Phone: (336) 659-0050

Other Offices

140B SW Broad St Southern Pines, NC 28387-5405 Phone: (910) 684-8054
6 Wall St Asheville, NC 28801-2710 Phone: (828) 255-0271
227 W Trade St Ste 1840 Charlotte, NC 28202-1689 Phone: (704) 334-0894