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HomeFEATURESMANdatory Awareness: Marcus Johnson

MANdatory Awareness: Marcus Johnson

Marcus Johnson is an experienced and knowledgeable financial planner from Nashville, TN who is ready to work with you to enhance you and your family’s financial future. Marcus has a degree in Economics and Finance from Tennessee State University, and also holds his Series 7, Series 66, life insurance, and health insurance licenses. After six years of working on Wall Street and with various firms, Marcus made the decision to start his own financial services company, Johnson Capital, LLC. Over the past several years, he has worked with more than 500 clients to help them choose, invest, and manage plans that will offer them the ability to truly prepare for their future.

As a financial planner, Marcus’s main goal is to help his clients to make well-informed decisions on what types of investments are right for them. In his practice, he also emphasizes the need to adjust investment plans as your goals and needs change. Marcus will listen to your concerns and share information about potential investments including benefits, risks, and tax issues, and he will treat your financial goals with the same care and interest that he devotes to his own. Marcus looks forward to being your trusted advisor and expert resource as you build a secure portfolio of tailored solutions for your specific financial needs.

Marcus was awarded 40 under 40 by “Stay On The Go” magazine in Nashville, TN, and he is a member of the Chairman’s Council. He was also the top life insurance producer in 2017. Marcus is also an accomplished jazz musician and has played in many places with a range of artists from Elle Varner to John Legend. He has an album on iTunes entitled “Passion Speaks Louder”. Marcus and his wife Jamaria enjoy traveling, spending time with family, and also recording their podcast entitled “Our House”, which can also be found on iTunes.

Fancy: How would you describe your swagger? What makes Marcus, Marcus?

Marcus: Out of all of the questions, this has to be the hardest one for me. I’m really not the guy that likes to talk about who I am or what I have done. I guess that reservation in itself is something that makes me who I am. I will say my swagger is confident, super laid back, and very passionate. Something that makes me who I am has to be the consistent drive to improve and be better. I believe that it is always something to work on in every aspect of my life.

Fancy: What sparked your interest in finance?

Marcus: I was introduced to finance through a project during my senior year of high school in my economics class. We were given the task to create a business and drive our stock prices up. The group that had the highest stock prices would win and get an automatic “A” for the semester. Through this challenging project, I had to learn about business and the ins and outs of how the stock market works. My group won the challenge and that was the start of my passion for this industry.

Fancy: What was it like working on Wall Street as a Black man?

Marcus: It was a culture shock, to say the least. Walking into it, I had no idea what to expect. I was a young black man from North Nashville, stepping into a whole new big world in New York City and at first, it was a little intimidating being in the minority. I quickly learned how to hold my own and how to excel in my role, regardless of the circumstances. The job itself demanded a lot of hard work from me, and I learned a lot about thinking outside of the box. It was a huge learning curve because reading about economics and finance in textbooks versus seeing it, in reality, are two completely different things. I really had to focus and dedicate many hours to understanding the market in real-time in order to be successful. Working on Wall Street as a black man was definitely challenging at times, but I wouldn’t trade that experience for anything. I feel it gave me the foundation and knowledge to be able to do what I’m doing today.

Fancy: Do you ever miss it?

Marcus: I absolutely miss the grind of it all. When I was in New York, everything was always so fast-paced, and I stayed on the go. Once I moved back down South, things started to slow down a lot for me and it was a huge adjustment. Although I am still working just as hard, it’s just an overall different feel than the feeling of being in New York because there, everyone around you is fighting for something and on a mission of some sort and for me, that type of energy fuels me and keeps me going. Being in the South, I have to find new ways to motivate myself and it’s not impossible, just different.

Fancy: So tell us more about Johnson Capital.

Marcus: Johnson Capital Planning, LLC is a firm that focuses on retirement, investment, estate, and risk management services. Through these areas, we develop comprehensive financial plans that help each individual client reach their long-term goals, whatever that may look like on a case-by-case basis. Our priority is to put our clients on the right path to achieving the financial goals that matter most to them.

Fancy: While we hear and see a great deal about financial planners, what exactly is it like working with one? How does that process look?

Marcus: Working with a financial planner should help ease your concerns about your overall financial picture. A financial planner’s job is to help come up with solutions that will help them reach their financial goals while also helping them to understand how different solutions fit into their plans.

Our Financial Planning process is broken down into 6 steps:

1. Determining your current financial situation

2. Developing your financial goals

3. Finding a solution that fits your need

4. Looking at alternative solutions (second opinion)

5. Creating and implementing the solution

6. Reviewing and revising the plan as things change.

Fancy: How would you describe your ideal client?

Marcus: Our ideal client would be someone that is looking for long term financial planning strategies, and people that are committed to allocating the capital to achieving that goal. We work with a lot of business owners as well as young professionals and pre-retirees.

Fancy: What is the best advice you’ve received as a man and would like to share with other brothers?

Marcus: The best advice I have received is actually a quote, and it is that “successful people do things that unsuccessful people don’t want to do”. I’m sure all of the greats at some point got tired or didn’t feel like putting in the work, but their desire to be great outweighed the unwillingness to get out there and make it happen. You have to be willing to push past the exhaustion and self-doubt at times and keep your eye on the prize.

Fancy: How do you practice self-care?

Marcus: I’m actually still working on this, haha. In the last few years, I’ve been learning (with some push from my wife) that it’s okay to take some time off to recharge and refocus. Not only is it okay, but it is actually very much needed in order to stay motivated and productive. For me, attempting to take a few days off to just relax and not think about business is where I started. Even if it’s just me getting some quiet time alone, playing a game I love, going to the movies, or out to eat by myself. Those things help me to relax and get my mind back on track.

Fancy: What instrument do you play?

Marcus: I play the saxophone. I’ve been playing for over 20 years and honestly, it was my first love and first passion. Before finance, I had music and it’ll always be a love in my life. I put out my debut album a few years ago on all music platforms entitled ‘Passion Speaks Louder’.

Fancy: What is it like hosting a podcast with your wife?

Marcus: It has definitely been a great experience for us. Any time my wife and I come together and create something, it’s always amazing to me. I won’t lie though, with our busy schedules getting in the way, at times it can definitely feel like work, but at the end of the day we enjoy it and I’m excited for the new season of Our House the Podcast coming soon.

Fancy: Do you have any upcoming events or projects that you would care to share?
Marcus:
Yes! I am currently working on a book, and I am also putting together a series of financial seminars that will help people better understand how money works. In addition, I plan to release a new album soon.

Francheska Felder
Francheska Felderhttp://swagheronline.com
Francheska “Fancy” Felder is an award-winning editor, publisher, publicist, and quiet Southern media mogul. In 2010, she launched SwagHer Magazine, an empowerment and lifestyle publication for the Black woman who likes to keep it real, which also doubles as a PR boutique. SwagHer Magazine uses positive media and storytelling to create new narratives and mindsets around Black women, their communities, and the businesses and organizations they lead, while the boutique strategically executes press and brand campaigns. The proud SU alum is also the publicist for Power Influence Radio and hostess of the CEO Chatter LIVE Podcast. Because she battles with bipolar disorder, Fancy is a proud mental health advocate.
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