Tailored wealth advice

Professional guidance that helps inspire confidence

CMJ Blue Scarf

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Red Painting

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.

  • Carol Mani Johnston

    Carol Mani Johnston, CEPA

    Senior Vice President–Wealth Management

    Certified Exit Planning Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IA
    • ID
    • IL
    • LA
    • MA
    • MI
    • NC
    • NM
    • NY
    • OR
    • TN
    • TX

    You could say that financial services are in Carol's blood. Her maternal grandmother and Father taught her the fundamentals of navigating finance and the impact of economic and world events on the markets in both good and difficult economies.  It was only natural that Carol would pursue a career in financial services herself.

    As a passionate competitor and "people person" who enjoys a challenge, Carol has a history of success in a dynamic industry filled with opportunities for women. Carol has earned the CEPA and Wealth Advisor designations and with nearly 40 years of experience as a Financial Advisor, and having served previously as an Assistant Branch Manager, Carol joined UBS in 2013 as a Senior Vice President—Wealth Management.

    Over three decades of discretionary portfolio management, Carol focuses her comprehensive practice on retirement and generational planning, life insurance and estate preservation and asset protection using long-term care insurance. Her own experience with the rising costs of elder care gives her valuable insight into the financial realities many will face but are often unprepared to tackle.

    Outside of work, Carol serves on a number of different charitable boards, including an eight-year term for the Ronald McDonald House Charities during their expansion phase from one to three facilities in San Antonio. She served on the board of the Friends of the McNay Art Museum and currently participates in the Battle of Flowers Women’s organization, which celebrates the rich heritage of Texas.

    Carol graduated from Southern Methodist University with a BA in Ibero-American studies and mathematics. She, her husband and their daughter enjoy living in San Antonio where they are active, dedicated community members.

    CA License 0H34613 

    • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

    • Southern Methodist University , BA in Ibero-American Studies and Mathematics
    • Certified Exit Planning Advisor
    • Wealth Advisor
    • Senior Portfolio Manager
    Custom portfolios
    Lending services
    Sustainable investing
    Estate planning strategies
    Multi-generational families
    Professionals
    Entrepreneurs
    Family Offices
    200 Concord Plaza Drive
    Suite 300
    San Antonio, TX 78216

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Our Philosophy

Our Process

Retirement planning

Retirement Couple

Retirement readiness

Investment management

Sustainable investing

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

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