Financial services is an industry full of complex rules. Everyone wants to live a comfortable life, knowing that when the time comes to retire they will have a means to do so. That is why we are here. We want to help you understand the options you have for your financial future. So that when it comes time to retire, you can enjoy a happy, comfortable life.
Joseph E. Johnson is a Registered Principal with Raymond James Financial Services, Inc. Cited as a “financial pioneer and consultant” by Palisade Business Press, Joe Johnson’s diverse and exemplary career has spanned four decades and he has achieved remarkable success in both the insurance and financial advisory industries by adhering to a grass-roots philosophy of service and asset allocation. Joe began his career in the financial services industry over 30 years ago. He holds a Series 7, 63, 65 and 24 license as well as a license for Illinois Life and Health Insurance. President of Investment Centers of Illinois and a Branch Manager of Raymond James Financial Services, Joe’s vision of building a successful business by maintaining his focus on the relationship between the customer and changing customer needs continues to be the foundation of his practices. “I believe in treating clients as friends and I believe in the “service first” approach in meeting clients’ needs,” says Johnson, who specializes in retirement planning and spends the majority of his time creating plans and counseling clients on the importance of retirement distribution planning. Joe established one of the first Raymond James Financial Services (then known as Robert Thomas Securities) branch offices within a large community financial institution based in Elmwood Park, Illinois. Because of the great success of the practice, it was acquired by the institution with Joe remaining as the President of the division. Under his guidance, the division grew to over $250 million in assets while servicing over 3,000 clients. Johnson’s consistent efforts to educate not only his clients but the general public became well-known through his Saturday morning radio show, “Thoughtful Investing Makes Dollars & Sense,” which aired on WJJG 1530-AM, broadcasting to hundreds of thousands of listeners throughout Will, Kane, DuPage and Cook Counties. For well over a decade, Johnson has brought his no-nonsense approach to the airwaves, keeping a vast radio audience better informed on the economy and investment options. Affiliated with Raymond James since 1989, Joe is the President and CEO of Investment Centers of Illinois. Ever mindful of the communities and people he serves, Joe has given his time to the American Diabetes Association (ADA) in several capacities, including Past Board Chairman; the Boy Scouts of America, AHAI Amateur Hockey Association of Illinois, Chiefs Hockey Club and other not-forprofit agencies. Joe considers his greatest accomplishment to be his success in balancing business life with family. A past recipient of the ADA’s “Father of the Year” Award, he is a firm believer that success begins in the home. He enjoys spending time with his wife, Kathy, and their four children.
Emily obtained her bachelor’s degree in Business Administration and Economics at Elmhurst College. She began her career in financial services at Midwest Bank and Trust Company in 1986, where she was the Assistant Vice President and Trust Officer. It was at Midwest where she met Joe Johnson and began what has become a lifelong friendship and business relationship. Emily left banking in 1997 to stay home with her then two children, in 2001 she had her third child. While at home Emily became very active in her community as a coach of soccer, cheerleading and softball as well as with her children’s school by serving as, among other things, Treasurer of the Parents Club. Emily also serves on the Board of Directors of Sally’s Studio (a not for profit Art-Therapy Program which helps cancer patients). In 2010, as she was contemplating returning to the work force, Emily received a call from Joe asking her if she wanted to interview for a position with his office. She took the position as office manager and has found it a very rewarding experience. In her free time, Emily enjoys spending time with her family, running and baking.
Theresa’s career in the financial industry began as a sales assistant with Goodbody & Company located at Chicago’s Merchandise Mart. Her career has expanded in the financial field these past 20 years and has now been with Raymond James Financial Services since February of 2009. Every day she commits herself to ensuring that each client receives excellent service and goes that extra step to make sure any problems that arise get resolved in a timely manner. Theresa has become a valuable resource for both our clients and for our team. She also spent 10 years with the Civil Air Patrol, a civilian auxiliary group affiliated with the United States Air Force where she was the public relations liaison. Theresa worked at many air shows in the Chicago area and left the Civil Air Patrol with the rank of 1st Lieutenant. Theresa is here to help whether it is simply checking an account or updating client information. Everything she does is done with a smile and a complete appreciation for our clients. Her main priority is to provide the best possible service to everyone.
Registered Tax Return Preparer
Yolanda received her Bachelor’s Degree in Accounting from Northeastern Illinois University. Prior to joining Raymond James Financial Services in 2012 she worked at the American Diabetes Association as a Financial Analyst. She is a registered tax return preparer and holds life, accident and health insurance licenses. Yolanda is committed to utilizing her knowledge and experience to assist our clients.
Yolanda was born and raised in Chicago. When she is not working she enjoys spending time with family, friends and traveling. She has also done voluntary work for the American Diabetes Association and PRAA.