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Nzo Caleb Johnson, MBA

Founding Partner | Investment Professional

Nzo Caleb Johnson is the Founding Partner and investment professional behind Johnson & Associates Wealth Strategies, LLC a financial firm based in Monroe, Louisiana, serving clients nationwide. As of January 2026, the firm expanded into Shreveport, Louisiana, extending its reach while continuing to serve high-performing business owners and professionals—including construction company leaders, engineers, attorneys, physicians, dentists, athletes, oil & gas executives, tech entrepreneurs, nonprofit directors, and corporate executives—by providing tailored strategies in estate planning, retirement income design, investment coordination, major liquidity event solutions, business succession, risk strategies, and group benefits.

Caleb brings a sharp focus and deep sense of purpose to the financial services space. His practice is grounded in the pillars of integrity, family, community, and financial strength—values that guide every client interaction and every strategic decision. His commitment to service and performance earned him New Org Agent of the Year in 2024 and 2025, along with membership in New York Life’s Executive Council for both 2024 and 2025^.

He holds FINRA Series 6 and 63 licenses and is known for his proficiency in estate strategies, insurance solutions, business continuity, and personal wealth-building guidance. He is also proficient in Long-Term Care solutions, earning the prestigious LTC Elite Award in recognition of superior achievement in long-term care planning. Caleb is a Million Dollar Round Table (MDRT) member and a member of NAIFA, and he is licensed to work with members of AICPA and AARP. His experience and background make him a trusted resource for professionals looking to build, protect, and transfer wealth with purpose and clarity.

Caleb earned his MBA from The Alcorn State University’s School of Business and holds a BA in Business from Clarke University in Dubuque, Iowa. A former professional athlete, Caleb played eight years of independent professional baseball, bringing the same discipline and competitive mindset from the field into his work with clients.

When he’s not in the office, Caleb enjoys traveling across the country with his wife, Keyanna, and their two dogs, Snow and Arya. Together, they love staying active, hosting friends and family, and participating in 5K races. As a lifelong baseball fan, Caleb also enjoys catching minor league games and, when time allows, heading to a major league ballpark.

^Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.


Maurice Johnson II, FSCP®

Senior Partner | Investment Professional

Maurice Johnson II, is a senior partner and investment professional at Johnson & Associates Wealth Strategies, LLC. Based in both Monroe and Shreveport, Louisiana, Maurice and his team serve clients nationwide, including individuals and a wide array of high-performing professionals. He brings a sharp intensity and a deep sense of dedication to the financial services arena, grounding his practice in integrity, family, community, and financial strength.

Maurice is a Financial Services Certified Professional™ and holds FINRA Series 6 and 63 licenses. His dedication has earned him membership in New York Life’s Career Summit, Quality Council, and Executive Council over several years. He is well-known for his expertise in insurance solutions, business continuity, retirement planning, tax diversification and personal wealth-building guidance.

Maurice earned his Bachelor of Arts degrees in both Insurance and Computer Information Systems from the University of Louisiana Monroe. Outside of work, he’s a semi-professional saxophonist who loves traveling with his wife Natalie and son Maxwell Elijah, and he’s an enthusiastic sports fan attending various sporting events year-round.

^Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30

AR License #14702765


Disclosure

Nzo Johnson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4210203), FL, LA, MD, MS, NC, PA, SC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Nzo Johnson is licensed and authorized to offer insurance in California, but Johnson & Associates Wealth Strategies, LLC may not be. For additional information on California licensure status, please click here.

Nzo Johnson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 300 Washington St Ste 300, Monroe, LA, 71201, 318-361-2446. In this regard, this communication is strictly intended for individuals residing in the states of CA, LA, NC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Johnson & Associates Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Johnson & Associates Wealth Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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