How can you pursue what matters most?

Johnson Wealth Management

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Richard Johnson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    I am a seasoned 25 plus year veteran of the securities industry.  Having lived through several market cycles, bubbles, recessions and recoveries I have learned great respect for the importance of solid investment advice and risk tolerance.  I am a Senior Portfolio Manager in our Portfolio Management Program and also offer access to other wealth management strategies.

    I attended Trinity Pawling High School in Pawling, New York and went on to earn a B.A. Degree with a major in Economics from Washington and Jefferson College in Pennsylvania.  I completed my formal education at Long Island University with an M.B.A. in finance.  After 2 years in the military I entered the securities industry and have been learning ever since.  My interests include golf, boats, cars and most spectator sports. 

    • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Washington and Jefferson College in Pennsylvania, B.A. Degree with a major in Economics
    • Long Island University, M.B.A. in Finance
      1285 Avenue Of The Americas
      New York, NY 10019
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      Timothy Johnson

      Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MT
      • NC
      • ND
      • NE
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • PR
      • RI
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • WV
      • WY

      I attended John Jay High School in Cross River, New York and continued on to receive my bachelors degree in Business Management from Moravian College.

      I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance.  I joined UBS in January 2015 with a focus on financial planning and client relations.

      My interests include golf, skiing, traveling, and being involved in my local community.

      • Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
      • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Moravian College, Bachelor's in Business Management
        1285 Avenue Of The Americas
        New York, NY 10019
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        Keyrn Gordon

        Senior Wealth Strategy Associate

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
        • KS
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WA
        • WY

            • CERTIFIED FINANCIAL PLANNER™
            1285 Avenue Of The Americas
            New York, NY 10019

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          UBS and Credit Suisse—stronger than ever

          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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