Kelly Mould Named Milwaukee Regional Leader of Private Wealth Management for Johnson Financial Group
Milwaukee, WI – November 12, 2024 – Johnson Financial Group (JFG) announced the appointment of Kelly Mould as Regional Leader of Private Wealth Management for Johnson Wealth in Milwaukee. Johnson Wealth is a subsidiary of Wisconsin-based Johnson Financial Group and is among the largest registered investment advisory firms based in Wisconsin, with approximately $10 billion in assets under management.
With more than 35 years of serving clients and leading professional teams, Ms. Mould joined Johnson Financial Group in 2014 with a background in family law and estate planning. As a sought-after thought leader and the host of JFG’s podcast, Your Money. Your Mission, Ms. Mould holds degrees from Marquette University (B.A. and M.A.) and a JD from the University of Wisconsin Law School. She was also the recipient of the James T. Tiedge award from Marquette University, which recognizes alumni for professional excellence, ethical behavior and social responsibility.
Johnson Wealth continues to expand its presence across Wisconsin, having completed three acquisitions in the wealth and investment advisory space over the past decade, in addition to organic growth.
About Johnson Financial Group
Johnson Financial Group is a privately-owned financial services company offering banking and wealth solutions through its subsidiaries, Johnson Bank and Johnson Wealth. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family. Helen Johnson-Leipold is Chairman of Johnson Financial Group. For more information visit www.johnsonfinancialgroup.com.
NOTE: This press release was submitted to Urban Milwaukee and was not written by an Urban Milwaukee writer. While it is believed to be reliable, Urban Milwaukee does not guarantee its accuracy or completeness.