Financial planning and beyond

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.