Winter Haven, FL Branch Office - UBS Financial Services Inc., 295 1st St S, Winter Haven, FL 33880, US

Eric Johnson, CFP, CIMA is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in Winter Haven, FL. With over 20 years of experience in the industry, Eric specializes in providing financial planning services to affluent families, addressing their unique needs beyond investment management, such as liability management, trust and estate planning, tax management, and philanthropic strategies. He is dedicated to delivering personalized investment strategies that balance income, growth, and risk for each client. Eric Johnson is a CERTIFIED FINANCIAL PLANNER practitioner and holds the Certified Investment Management Analyst and Accredited Investment Fiduciary designations. He is recognized for his expertise and commitment to his clients, as well as his involvement in charitable and community activities. Eric and his family reside in Lakeland, FL, where he actively volunteers with the Boy Scouts of America and serves on the Polk State College Foundation Board.Generated from the website

Thornhill Rathbun Wealth Management - UBS Financial Services Inc.

Eric Johnson, CFP, CIMA - UBS Financial Services Inc.