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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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 has volunteered with the Boy Scouts of America and served as Finance Chairman for the Lake Region District in Central Florida. Eric and his family are passionate about education; Eric has served on the Polk State College Foundation Board. A graduate of the University of Florida, Eric also served 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. You can find him and family on the soccer field on most weekends. Eric and his family reside in Lakeland, FL.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
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 has volunteered with the Boy Scouts of America and served as Finance Chairman for the Lake Region District in Central Florida. Eric and his family are passionate about education; Eric has served on the Polk State College Foundation Board. A graduate of the University of Florida, Eric also served 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. You can find him and family on the soccer field on most weekends. Eric and his family reside in Lakeland, FL.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
