Broadridge’s 2023 Digital Transformation and Next-Gen Technology Study found that 57% of financial services firms agree that digital transformation is their most important strategic initiative.
David Johnston, CFP®
About David Johnston, CFP®
David Johnston (www.amwellridge.com) is the managing partner of Amwell Ridge Wealth Management and a Certified Financial Planner™. He built the firm around the fundamental belief that a proper financial plan begins with risk management, then infuses innovative, enhanced diversification within an investment portfolio. Johnston earned a BS in finance from the College of New Jersey.
