Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Eric Johnson is a seasoned financial professional with over two decades of experience guiding affluent families through complex financial landscapes. Eric began his financial career in 2001 and, after seven successful years at Morgan Stanley, joined UBS in 2008. Over the years, he has cultivated a reputation for excellence in holistic wealth management and strategic leadership.
He specializes in crafting personalized financial strategies that go far beyond investment management. His approach integrates financial planning, liability management, trust and estate strategies, tax optimization, and philanthropic planning—delivering clarity, structure, and service at every step.
Eric holds the CERTIFIED FINANCIAL PLANNER™ designation, along with the Certified Investment Management Analyst® and Accredited Investment Fiduciary® credentials. He earned his B.S. in Finance with a minor in Economics from the University of Florida.
At the heart of Eric’s practice is a commitment to long-term relationships built on trust, strategic insight, and a thorough understanding of each client’s goals. He aligns deep financial expertise with access to a world-class product platform to help clients thoughtfully balance growth, income, and risk.
Beyond his professional work, Eric is passionately committed to community and service. An Eagle Scout, he has volunteered with the Boy Scouts of America and served as Finance Chairman for the Lake Region District. He is a member of Access Church and has served on the boards of the Polk State College Foundation and currently serves on the University of Florida’s Alpha Tau Omega Fraternity and the Sea Turtle Care & Conservation Finance Committee.
Eric lives in Lakeland, Florida, with his wife, Cady, and their two children, Halle and Embrey. An avid outdoorsman, he enjoys fishing, hiking, cycling, and sporting clays. On weekends, the family can often be found on the soccer field—living out the same values of teamwork, commitment, and balance that define Eric’s personal and professional life.
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Eric Johnson is a seasoned financial professional with over two decades of experience guiding affluent families through complex financial landscapes. Eric began his financial career in 2001 and, after seven successful years at Morgan Stanley, joined UBS in 2008. Over the years, he has cultivated a reputation for excellence in holistic wealth management and strategic leadership.
He specializes in crafting personalized financial strategies that go far beyond investment management. His approach integrates financial planning, liability management, trust and estate strategies, tax optimization, and philanthropic planning—delivering clarity, structure, and service at every step.
Eric holds the CERTIFIED FINANCIAL PLANNER™ designation, along with the Certified Investment Management Analyst® and Accredited Investment Fiduciary® credentials. He earned his B.S. in Finance with a minor in Economics from the University of Florida.
At the heart of Eric’s practice is a commitment to long-term relationships built on trust, strategic insight, and a thorough understanding of each client’s goals. He aligns deep financial expertise with access to a world-class product platform to help clients thoughtfully balance growth, income, and risk.
Beyond his professional work, Eric is passionately committed to community and service. An Eagle Scout, he has volunteered with the Boy Scouts of America and served as Finance Chairman for the Lake Region District. He is a member of Access Church and has served on the boards of the Polk State College Foundation and currently serves on the University of Florida’s Alpha Tau Omega Fraternity and the Sea Turtle Care & Conservation Finance Committee.
Eric lives in Lakeland, Florida, with his wife, Cady, and their two children, Halle and Embrey. An avid outdoorsman, he enjoys fishing, hiking, cycling, and sporting clays. On weekends, the family can often be found on the soccer field—living out the same values of teamwork, commitment, and balance that define Eric’s personal and professional life.
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
