Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Carol Mani Johnston, CEPA

Senior Vice President–Wealth Management

Certified Exit Planning Advisor

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 

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IA
  • ID
  • IL
  • LA
  • MA
  • MI
  • NC
  • NM
  • NY
  • OK
  • OR
  • TN
  • TX

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The 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, 2022, 2023The 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.
  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024The 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.
  • 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.

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

  • Southern Methodist University , BA in Ibero-American Studies and Mathematics

Credentials

  • Certified Exit Planning Advisor
  • Wealth Advisor
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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