Who We Are

Our Team

Johnson Capital is a Financial Planning practice based in Nashville, TN that focuses on retirement solutions, investment management, estate planning, and risk management strategies.
These things combined assist in building comprehensive financial plans that aim to meet our clients’ needs and goals. We strive to deliver solutions by first developing these thorough plans that will help us to stay focused on what’s truly important to our clients, which is reaching your goals. Our priority is you, your values, and your life goals. We will work extremely hard to put you on the right path to achieving what matters to you, while aligning you with solutions that reflect your overall vision.
Marcus Johnson

Managing Partner, Financial Planner

Marcus Johnson is an experienced and knowledgeable financial planner from Nashville, TN who is ready to work with you to enhance you and your family, business, or non-profit financial future. Marcus has a degree in Economics and Finance from Tennessee State University, and also holds his Series 7, Series 66, life insurance, and health insurance licenses. After six years working on Wall Street and with various firms, Marcus made the decision to start his own financial services company, Johnson Capital Planning, LLC. Over the past several years, he has worked with more than 500 clients to help them choose, invest, and manage plans that will offer them the ability to truly prepare for their future.
As a financial planner, Marcus ‘main goal is to help his clients to make well-informed decisions on what types of investments are right for them. In his practice, he also emphasizes the need to adjust investment plans as your goals and needs change. Marcus will listen to your concerns and share information about potential investments including benefits, risks, and tax issues, and he will treat your financial goals with the same care and interest that he devotes to his own. Marcus looks forward to being your trusted advisor and expert resource as you build a secure portfolio of tailored solutions for your specific financial needs.

Garrison D. Warren

Vice President, Medicare Specialist

Garrison D. Warren is an experienced finance professional in Middle Tennessee. Garrison is a Tennessee State University graduate from Atlanta, GA. After obtaining his degree, he began working at Regions Bank in 2016. Garrison has consistently hit and exceeded his profit equivalent goals. Garrison became a licensed banker in 2017, and consistently helped families plan and protect their assets to move from generation to generation. In 2019, Garrison received the All In Award for his dedication to providing financial wellness to the community, and he also received an award for Most Investment Revenue for quarter 4 of 2018. Before leaving, Garrison finished in the top 3 in profit equivalent in his group. Garrison is dedicated to preparing his clients for live events as they come, so they can have the peace of mind moving forward.

Our goal is to give our clients the blueprint to achieve financial success.
We will provide a deep dive analysis of each clients’ individual financial situation to adequately recommend solutions to meet your goal(s). We focus on finding the right solutions rather than selling the wrong products.

Laterio Jackson

Director of Operations

Laterio Jackson is a Tennessee native and licensed Insurance Advisor for Johnson Capital Planning. She received her Bachelor of Science degree in Chemistry from the University of Memphis and Masters of Art in Leadership and Public Service degree from Lipscomb University. Laterio exceeded in her managerial role at one of the known Tissue Banks in the state of Tennessee. She is a hard-working woman and devoted mother of one. Aside from family, faith, business, one of her greatest passions is giving back. 

Laterio is apart of the committee for VOICES which gives back to victims of domestic violence. Today, she focuses on helping educate families on how to create and build generational wealth through financial planning, being able to help individuals navigate seamlessly through barriers in life with remarkable expertise. Allow her to put those skills to work for you.

Our goal is to give our clients the blueprint to achieve financial success.
We will provide a deep dive analysis of each clients’ individual financial situation to adequately recommend solutions to meet your goal(s). We focus on finding the right solutions rather than selling the wrong products.
Christopher Watson
Sr Financial Consultant
Christopher Watson has been employed with Johnson Capital Planning starting September of 2020. In the Middle Tn. Region where he was born, Christopher has a total of 10 years in the financial industry which also involves branching out of corporate banking into an independent financial company. From 2012 to 2014, Christopher was awarded the Platinum Service Award by SunTrust Bank, for being ranked in the top 3 percentile for having the highest sales.
After leaving SunTrust, Christopher took on the role of Branch Manager with Regions Bank where he led the branch to the highly rewarded corporate banking level of recognition called the Chairman’s Club. During his time at Regions, he achieved numerous awards and recognitions which included being the top 5% Investment revenue leader in the company and the top profit equivalent leader in the region. Christopher also collaborated very closely with the Private Wealth Management team and assisted with maintaining assets of 1MM to 10MM.
Mr. Watson’s overall goal is to help clients obtain financial security as they plan for retirement. He understands the value of his clients and has made it a goal and passion to educate and serve. Christopher also understands the importance of servicing clients with the right products and services, which allows him to utilize his expertise in the field when gathering data and research. Whether your current goals involve financial education, planning, or retirement, Christopher is determined to assist others in making the best decisions regarding their finances and the protection of their family.
Lakeshia Reed

Life Insurance and Retirement Consultant

Lakeshia is a Retirement Planner and Life Insurance advisor. She is also the owner of Pashunate Skin Care. Lakeshia’s goal is to help as many families as possible to see the value and benefits of life insurance. Helping families secure their legacy and breaking cycles is her end goal as an agent! Your children’s future matter!

Terrence Holt

Sr Financial Insurance
Retirement Advisor

Terrence is a Graduate of Nashville School Of The Arts where He studied a wide range of music. Shortly after, he attended Nashville State Community College, where he had a focus in Business Management.

Terrence is a results-driven, client-centered, process-driven leader with 7+ combined years of experience in the corporate operation, life insurance, and personal finance industry.

Verifiable talent for maintaining profitable operations, with success in capitalizing on growth opportunities and implementing promotional/marketing strategies upholding fiscal integrity. Respected, a trusted leader who upholds the highest ethical standards.

Terrence has a passion for educating clients on the products and services he provides and also educating them on how they work. Full transparency is what he hangs his hat on.

To live limitlessly is what he believes is the best way to live.

Our goal is to give our clients the blueprint to achieve financial success.
We will provide a deep dive analysis of each clients’ individual financial situation to adequately recommend solutions to meet your goal(s). We focus on finding the right solutions rather than selling the wrong products.
Johnson Capital Planning

Our Mission

Our ultimate goal at Johnson Capital is to give our clients the blueprint to achieve financial success.

Our Mission is to provide clients with valuable information to make educated decisions about their financial picture. We will provide a deep dive analysis of each clients’ individual financial situation to adequately recommend solutions to meet your goal(s). We focus on finding the right solutions rather than selling the wrong products. Our ultimate goal at Johnson Capital is to give our clients the blueprint to achieve financial success.