Magdalena Johndrow, MSc, CFS®, CDFA®
Financial Advisor and Partner at Johndrow Wealth Management- Claim this Profile
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English Native or bilingual proficiency
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Polish Native or bilingual proficiency
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Spanish Professional working proficiency
Topline Score
Bio
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Credentials
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Certified Divorce Financial Analyst®
Institute for Divorce Financial Analysts™Jan, 2021- Sep, 2024 -
CFS® - Certified Fund Specialist ®
Institute of Business & Finance -
Series 66
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
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Johndrow Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor and Partner
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Jan 2018 - Present
Johndrow Wealth is a division of Farmington River Financial Group. We are a women-owned family business that combines investment management and financial planning. We specialize in: -Financial Goals Planning -Retirement Planning -Next-Gen Financial Planning -Wealth Management for Women -Divorce and widowed financial planning •Our clients include current and former employees of Fortune 500 companies, including Aetna, United Health, The Hartford, Travelers, ESPN, Cigna, UTC, Bank of America, Yale-New Haven Hospital, Hartford Hospital, Montefiore Medical Center, and more. •Regularly conduct seminars and speaking engagement on finances. •Quoted in media outlets, including NPR, Bloomberg Radio, Forbes , U.S. News, and more. ---------------------------------------------------------------------------------------------------------- This communication is strictly intended for individuals residing in the states of CT, NY, and MA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Farmington River Financial Group, 2 Bridgewater Road, Suite 101, Farmington, CT 06032. 860.470.3986 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html See less Show less
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Farmington River Financial Group
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Investment Management
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Financial Advisor
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Jan 2017 - Jan 2018
The Johndrow Wealth team at Farmington River Financial Group is a mother-daughter team specializing in financial planning, asset and investment management, and risk mitigation. Specialties include: • FG-NextGen: a program developed for new investors including new doctors, lawyers, CPAs, and other early-career professionals. No account minimum. • Generational Giving: as a mother-daughter team we are experts at facilitating conversations between grandparents, parents, and children to preserving assets for future generations. We create financial plans to meet family goals. • Women: as a female-owned firm, we approach women financial planning differently. We address topics such as life longevity, the wage and investment gap, caring for dependents, and unexpected life events, such as divorce or death. • Retirement Readiness: as a Retirement Income Certified Professional® we have extended expertise in creating income to last your lifetime •Our clients include current and former employees of Fortune 500 companies, including Aetna, United Health, The Hartford, Travelers, ESPN, Cigna, UTC, Bank of America •Regularly conduct seminars and speaking engagement on finances. •Quoted in media outlets, including FORBES, U.S. NEWS, MSN MONEY, HARTFORD BUSINESS JOURNAL, and more ---------------------------------------------------------------------------------------------------------- This communication is strictly intended for individuals residing in the states of CT, NY, and MA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Farmington River Financial Group, 2 Bridgewater Road, Suite 101, Farmington, CT 06032. 860.470.3986 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html Show less
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Investment Associate
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Nov 2015 - Dec 2016
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Barclays
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India
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Outsourcing/Offshoring
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1 - 100 Employee
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Analyst
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Oct 2012 - Nov 2015
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Columbia University
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United States
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Higher Education
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700 & Above Employee
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Research Associate
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Aug 2012 - Nov 2012
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Providence College
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United States
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Higher Education
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700 & Above Employee
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Economics Tutor & Researcher
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Jan 2009 - May 2010
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Business Policy Intern
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Sep 2009 - Dec 2009
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Education
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London School of Economics and Political Science
Master of Science (M.Sc.), International Political Economy -
Providence College
Bachelor of Arts (B.A.), Economics -
Richmond, The American International University in London
Study Abroad, International Economics, International Relations -
Miss Porter's School
High School Diploma, High School/Secondary Diplomas and Certificates -
Providence College
Bachelor's Degree, Economics