C. Brodie Johanson
Executive Director, Wealth Management, Financial Advisor
Phone:
(559) 438-2502(559) 438-2502
Johanson Brouwer Marini Group at Morgan Stanley
Direct:
(559) 438-2502(559) 438-2502
Toll-Free:
(800) 640-4465(800) 640-4465
Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy.
Welcome
As your Financial Advisors, our mission is to help make your wealth work as hard as it can. To accomplish this goal, we must ask the right questions, find appropriate strategies and put all of our experience and resources at Morgan Stanley to work for you. You can count on us to understand the life you envision, and only then can we help create wealth management strategies aimed at meeting the objectives that matter most to you.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working Together
Your goals are our goals. We make it a point to help grow your assets towards the objectives you are saving them for. We understand that each person’s financial needs are different—our job is to tailor your investment strategy to help meet those specific needs. No matter what point of life you’re at, we are here to help you prepare for whatever may come next.
Our View
Within our team, we take advantage of all the resources Morgan Stanley provides. Our goal is for each
client to have a personalized financial approach, which is made possible by the experience our firm has.
By pulling from the resources within Morgan Stanley, we can personalize your experience working with
us as best as possible.
client to have a personalized financial approach, which is made possible by the experience our firm has.
By pulling from the resources within Morgan Stanley, we can personalize your experience working with
us as best as possible.
Location
5250 N Palm Ave
Suite 321
Fresno, CA 93704
US
Direct:
(559) 438-2502(559) 438-2502
Toll-Free:
(800) 640-4465(800) 640-4465
Meet Johanson Brouwer Marini Group
Senior Vice President, Financial Advisor, Family Wealth Advisor, Financial Planning Specialist
Phone:
(559) 438-2570(559) 438-2570
Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Associate
Phone:
(559) 438-2522(559) 438-2522
Kami W. McDonald
Senior Registered Associate
Phone:
(559) 438-2535(559) 438-2535
Rachel McElroy
Registered Client Service Associate
Phone:
(559) 438-2558(559) 438-2558
About C. Brodie Johanson
With over 25 years of experience in the wealth management industry, Brodie brings to the table a method to financial advising that is focused on making a connection with his clients. He started his career with Morgan Stanley in 1998 and is currently an Executive Director at Morgan Stanley’s Fresno branch. Brodie enjoys working with families, individuals, and corporations to provide a customized wealth plan to help clients achieve to their financial goals. He received the honor of being listed in Forbes’ Top 100 Financial Advisors in 2019.
Brodie was born in Fresno, after moving to northern California he came back to the valley to attend Fresno State where he met his wife. Outside of work, he enjoys spending time with his wife and seven kids, four of which were adopted internationally. As a family, they enjoy spending time together at the beach. Brodie puts an emphasis on helping the least fortunate wherever he goes, whether on mission trips or in the local community.
*Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Sept 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
Morgan Stanley Smith Barney LLC Member SIPC
Brodie was born in Fresno, after moving to northern California he came back to the valley to attend Fresno State where he met his wife. Outside of work, he enjoys spending time with his wife and seven kids, four of which were adopted internationally. As a family, they enjoy spending time together at the beach. Brodie puts an emphasis on helping the least fortunate wherever he goes, whether on mission trips or in the local community.
*Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded Sept 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
Morgan Stanley Smith Barney LLC Member SIPC
Securities Agent: NM, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY, NV, TN, AZ, CA, CO, DE, FL, GA, IA, ID, IL, LA, MA, MI, MN, MO, MS, MT, NC, NJ; General Securities Representative; Investment Advisor Representative
About Maria Brouwer
Maria joined Morgan Stanley in 2013 and has accumulated over a decade of experience in the financial advising field. Maria holds the distinctive titles of Family Wealth Advisor and Financial Planning Specialist. As a financial advisor, she works with clients by creating tailored wealth strategies to help meet their individual needs.
Maria spent several years as a child in Fresno and then moved to Michigan at a young age. She attended Hope College in Holland, Michigan, where she attained a Bachelor’s of Science. Maria graduated as a Baker Scholar, an honor given to students who complete an intensive two year business-leadership program. In 2011, she moved back to Fresno to be close to her brothers. Maria is married to her husband Daniel. In the summer of 2024, they welcome a daughter to their family. In her free time Maria volunteers in her community and is active in her church.
Morgan Stanley Smith Barney LLC Member SIPC
Maria spent several years as a child in Fresno and then moved to Michigan at a young age. She attended Hope College in Holland, Michigan, where she attained a Bachelor’s of Science. Maria graduated as a Baker Scholar, an honor given to students who complete an intensive two year business-leadership program. In 2011, she moved back to Fresno to be close to her brothers. Maria is married to her husband Daniel. In the summer of 2024, they welcome a daughter to their family. In her free time Maria volunteers in her community and is active in her church.
Morgan Stanley Smith Barney LLC Member SIPC
Securities Agent: NM, AR, OR, MN, MD, MA, IL, SC, KY, WI, UT, TX, PA, OK, NY, MI, LA, TN, NC, ID, HI, CA, WY, NV, WA, NE, VA, SD, MT, GA, OH, NJ, MS, MO, FL, AZ, AK, DE, CO, IA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1809616
CA Insurance License #: 0H80549
NMLS#: 1809616
CA Insurance License #: 0H80549
About Michael A Marini
Since beginning his career as a financial advisor in 2006, Mike has accumulated over 17 years of experience, all of which at Morgan Stanley Smith Barney. Mike values educating his clients on their finances, communicating consistently, and creating a strategy that can help meet their financial goals.
A native of Lodi, California, Mike attended Fresno State, where he completed a B.S. in Business and was a two-time team captain of the tennis team. Mike and his wife, Stacy, are involved in their church and actively serve their community. Mike also enjoyed years of coaching his twin son and daughter in both basketball and tennis during their junior high and high school years. Currently, his twins are both attending Fresno State and are on schedule to graduate with Business degrees in May of 2024. As a family, they enjoy spending time with friends and at the coast.
Morgan Stanley Smith Barney LLC Member SIPC
CRC# 5704333 5/2023
A native of Lodi, California, Mike attended Fresno State, where he completed a B.S. in Business and was a two-time team captain of the tennis team. Mike and his wife, Stacy, are involved in their church and actively serve their community. Mike also enjoyed years of coaching his twin son and daughter in both basketball and tennis during their junior high and high school years. Currently, his twins are both attending Fresno State and are on schedule to graduate with Business degrees in May of 2024. As a family, they enjoy spending time with friends and at the coast.
Morgan Stanley Smith Barney LLC Member SIPC
CRC# 5704333 5/2023
Securities Agent: CA, WY, VA, MS, IL, AK, WI, NV, NM, LA, OH, MI, IA, MD, NY, MA, SD, MT, UT, OR, GA, SC, OK, MO, AZ, AR, WA, NC, ID, FL, CO, DE, TX, TN, NJ, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1855517
NMLS#: 1855517
About Kami W. McDonald
Kami has over 30 years of industry experience, registered for over 20 years. She has work with Brodie for over 20 years. As an experienced Senior Registered Associate, Kami goes above and beyond in assuring top-notch service to every client and delivering the full-service experience that Morgan Stanley offers.
In her free time she enjoys spending time with family, gardening, participating in local marathons, hiking the beautiful local trails, participating in community events, volunteering at her church and local outreach programs.
Morgan Stanley Smith Barney LLC Member SIPC
In her free time she enjoys spending time with family, gardening, participating in local marathons, hiking the beautiful local trails, participating in community events, volunteering at her church and local outreach programs.
Morgan Stanley Smith Barney LLC Member SIPC
About Rachel McElroy
The newest member of the team, Rachel joined the Johanson Brouwer Marini group in January of 2019. Rachel was born and raised in Fresno and then moved to Southern California for college. With a degree from Vanguard University and a background in accounting and HR, Rachel has been able to leverage her knowledge in business to quickly become an integral part of the team’s day to day operations. She is also in charge of heading technology initiatives for the team. Rachel is an avid Chargers fan and fills her weekends with family, friends, and church.
Morgan Stanley Smith Barney LLC Member SIPC
Morgan Stanley Smith Barney LLC Member SIPC
Contact C. Brodie Johanson
Contact Maria Brouwer
Contact Michael A Marini
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Johanson Brouwer Marini Group today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
