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Episode 257: Building a Firm NextGen Advisors Want to Join

Megan Johnson of Primary Wealth Group

"Make yourself an attractive place to work. Make yourself an attractive person to work with."
— Megan Johnson

In this episode of Cambridge Stronger, Megan Johnson, Vice President and Wealth Advisor at Primary Wealth Group, shares her perspective on building a career as a NextGen advisor and stepping into leadership at an early age. From working through the challenges of licensing to earning credibility with clients and colleagues, Megan reflects on the importance of perseverance, preparation, and having mentors who create room for the next generation to grow.

The conversation explores how Primary Wealth Group approaches succession through an ensemble model, where clients are clients of the firm rather than one individual advisor. Megan also shares a practical perspective on attracting and retaining younger talent, offering insight into what the next generation may be looking for as they consider a long-term career in financial services.

Episode 257: Building a Firm NextGen Advisors Want to Join offers insight into:

  • Building a firm where NextGen advisors can grow, contribute, and lead
  • Creating a culture and career path that younger professionals want to join
  • Using an ensemble model to support succession, continuity, and long-term client relationships

About Megan Johnson

Megan Johnson accepted a full-time position with Primary Wealth Group in 2021 after interning with the company for several years. She maintains the Series 7, 63 & 65 registrations and was promoted to Vice President in March of 2025. In September of 2025 she became a partner in the firm. Megan has worked as her firm’s lead point of contact for the Dave Ramsey SmartVestorPro program since Spring of 2022.

Megan graduated from Texas Tech University with a bachelor’s degree in Personal Financial Planning. During her time at Texas Tech, she was a member of the Tri Delta sorority, treasurer for Phi Upsilon Omicron (a national honor society), a financial educator for Red to Black (a financial coaching program) and a member of the Personal Financial Planning Association (PFPA). Megan is from Argyle, Texas and currently resides in Flower Mound with her husband, Garrett.

https://www.primarywealthgroup.com/

Securities offered thru Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisor, Inc. a Registered Investment Adviser. Cambridge and Primary Wealth Group are not affiliated. This material is for general information purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter.

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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