Ureña Wealth Management Group

Johanna Haza Investment and Planning AnalystJohanna is an Investments and Planning Analyst helping implement client’s investment plans through trading, research, and portfolio rebalancing. She began her career in 2007 as a Registered Financial Representative with Merrill Lynch Pierce Fenner & Smith Inc. At Merrill Lynch she earned her Senior Associate designation and served as a Marketing & Communications Coordinator for the firm’s Women Exchange group. In 2014 Johanna she joined Wells Fargo Advisors and Urena Wealth Management Group as a Wealth Management Senior Registered Associate. Johanna graduated Cum laude from Florida State University with a Bachelor of Science Degree in Finance and Marketing. She also completed the Certified Financial Planning course work through The University of Miami. Johanna enjoys spending times with her husband Luis and their son Alexander. She likes to stay active both physically and mentally whether it is riding bike together at the park, or taking part in community volunteering, empowering other women within her scope of business, and fashion blogging. Johanna especially enjoys reading a good book, and jogging having successfully completed her first half marathon in 2017.