Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Lorraine Johnson CFP®, CFA Wealth Consultant, BBA in Trust & Wealth Management (MTWM)

Lorraine Johnson works with business owners, non-traditional families, and those who are either retired or within 5-10 years of reducing their involvement in the workforce. She has a passion for helping them create, manage and preserve their wealth while bringing them financial independence and confidence. Her services include financial planning, investment management and insurance. She particularly enjoys providing investment advice and helping business owners to integrate their personal and business planning.

She 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 designations of Chartered Financial Analyst and Accredited Domestic Partner AdvisorSM, and is a CERTIFIED FINANCIAL PLANNER® practitioner. Lorraine 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 Commonwealth Financial Network, member FINRA/SIPC, and is registered for securities and licensed for insurance. She has been quoted and the subject of articles in InvestmentNews Magazine and The Wall Street Journal.

As an active participant in the Triangle business community, she is a member of the Greater Raleigh Chapter of the National Association of Women Business Owners (NAWBO), where she participates in a long-standing mentorship group. Over the years Lorraine has received NAWBO chapter awards for Member of the Year, Political Advocacy, and Corporate Sponsorship. She was Athena Powerlink of the Triangle’s 2014-2015 Candidate, benefiting from the wisdom of local experts in the field of finance, lifestyle and leadership.

Lorraine is a member of the Raleigh Business and Professional Network and volunteers her time assisting women who are new Athena PowerLink business owner candidates. In 2016 she received the LGBT Center of Raleigh’s Distinguished Service Award for her years of involvement with advocacy on behalf of the community. She is an avid supporter of Triangle Family Services, a local organization providing assistance to individuals and families in crisis.

Lorraine was also recently appointed to the North Carolina Executive Roundtable’s 2018 Membership Committee.

Lorraine enjoys music, theater, and travel. More than anything else, she loves spending time with her family, now scattered from San Francisco, CA to the UK! A fun fact about Lorraine is that in 2016 she wrote a children’s book, The Bear at the Top of the Tree.She looks forward to giving copies to her nieces and nephews as they grow old enough to spend more time reading the books and less time chewing them.

Community involvement and professional organizations:

  • Triangle Family Services
  • LGBT Center of Raleigh
  • Athena International
  • Athena Powerlink of the Triangle
  • North Carolina Executive Roundtable