Experience

Makes all the difference

David Slote

Senior Vice President–Wealth Management

Financial Advisor

Over the last decade as a Financial Advisor, I have had the privilege of helping my clients create, plan and execute a personalized strategy to reach their retirement goals.

I've long realized that taking a team approach to helping our clients creates the best results. The WSJ Group emphasizes asset allocation and total portfolio management with a focus on retirement income planning. I am FINRA-registered and hold Series 7 and 66 securities licenses, as well as licenses for life and health insurance.

I attended the University of Montana, where I graduated with B.S. in Business Administration. My wife and I live in Missoula, MT with our four daughters and enjoy the outdoors, especially camping and fishing during the summer months. I am an active member of Kiwanis International, Estate Planning Council, and serve on my church's finance committee and foundation.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • ID
  • MO
  • MT
  • NC
  • ND
  • NJ
  • OH
  • OK
  • OR
  • SC
  • TX
  • VT
  • WA
  • WY

Education

  • University of Montana, B.S. in Business Administration
100 Railroad Street W
Missoula, MT 59802

Email Me

Todd Johnson

Senior Vice President–Wealth Management

Financial Advisor

I serve as a Financial Advisor in the Global Wealth Management Division of UBS Financial Services Incorporated. I am a partner of the WSJ Group which brings over 40 years of financial expertise to our clients.

My team provides a holistic approach focusing on planning, asset and liability management. I am committed to our community and serve as a member of Rotary International. My family and I enjoy all that Missoula and Montana have to offer, whether it be time spent on Flathead Lake in the summer or building snow forts with my two girls in the winter.

I am a graduate of the University of Montana with a B.S. degree in Business Administration, emphasis in Finance.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • ID
  • MO
  • MT
  • NC
  • ND
  • NJ
  • OH
  • OK
  • OR
  • SC
  • TX
  • VT
  • WA
  • WY

Education

  • University of Montana, B.S. in Business Administration
100 Railroad Street W
Missoula, MT 59802

Email Me