Tim Johnson, JD* is the founder of Woodlawn Wealth. After serving as Chief Investment Strategist for Lincoln Financial Advisors and Osaic Wealth, Inc. for 17 years, Tim chose to focus full time on his practice filled with wonderful clients. His specialties include fixed-income, equity allocations and affluent wealth management.

While at Lincoln and Osaic Wealth, Inc., he served as Chairman of the Manager Selection Committee, as well as a member of the Product Review Committee. The office of the Chief Investment Strategist assisted in the allocation of approximately $25 billion across several investment platforms.

Tim worked for NYSE member firms in several positions. He has held the position of manager of arbitrage trading. Tim specialized in debt, convertible and risk arbitrage analysis and trading for the firm’s principal account. He has also worked in municipal finance, arranging municipal and private-use bond issues relating to arbitrage and investment strategies in bond issue proceeds. Proceeds of these issues were generally ten million dollars and greater.

In addition, Tim served as sole portfolio manager of a registered, diversified equity mutual fund. Tim managed all aspects of the fund’s research and trading functions.

Tim received his BA in Political Science from Lipscomb University in 1981. Tim graduated from Vanderbilt University Law School in 1985. He received his Series 7 in 1998.

We understand that solid financial planning and investment analytics are important, we also understand that we are here to make our clients’ lives easier and better. So we have the support here that you need.
*Associated persons of Osaic Wealth, Inc. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.