Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Eric Johnson, CFP, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Eric began his career in 2001 and joined UBS in 2008 after 7 years in wealth management at Morgan Stanley. Eric focuses on financial planning to serve the specialized needs of a limited number of affluent families, whose needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies.  The planning is based on the model of providing access to a world-class product platform and a well-executed plan.  Through his approach Eric works to provide personalized investment strategies that can help balance income, growth, and risk for each client.

Eric and his family are strongly committed to charity and community. As an Eagle Scout, Eric volunteers frequently with the Boy Scouts of America and has served as Finance Chairman for the Lake Region District in Central Florida.  In addition, Eric currently  serves on the Polk State College Foundation Board.  A graduate of the University of Florida, Eric also currently serves on the Alpha Tau Omega Fraternity Board of Trustees and House Committee.   Eric Johnson is a CERTIFIED FINANCIAL PLANNER™ practitioner.  He holds the Certified Investment Management Analyst ®, and Accredited Investment Fiduciary® designations.  Eric has a B.S. degree in Finance from the University of Florida with a minor in Economics.

In his free time Eric enjoys spending time with his wife Cady, daughter Halle, and son Embrey.  Eric also enjoys competing in marathon and triathlon competitions throughout the country. Eric and his family reside in Lakeland, FL.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NH
  • NJ
  • NY
  • OH
  • TN
  • TX
  • VA
  • WA
  • WI

Education

  • University of Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Portfolio Manager
295 1st Street South
Winter Haven, FL 33880
  • (863) 298-3612

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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