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.

Globe

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.

  • image

    Richard Johnson

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • 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. 

      • 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
      • image

        Timothy Johnson

        Financial Advisor

        • image
        • image
        • 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.

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

            Keyrn Gordon

            Senior Wealth Strategy Associate

            • image
            • image
            • CA
            • CT
            • FL
            • MA
            • MD
            • MI
            • NC
            • NJ
            • NY
            • PA
            • SC
            • TX
            • VA
            • WY

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

              What did the Fed say?

              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

              Insights