Cima Eric Johnson Cfp

FAQ About Cima Eric Johnson Cfp

• What is Cima Eric Johnson Cfp's address?

  Cima Eric Johnson Cfp is located at
  Winter Haven, Florida, United States

• What is Cima Eric Johnson Cfp's job title?

  Cima Eric Johnson Cfp is a
  Eric began his career in 2001 and joined UBS in 2008 after 7 years in wealth management at Morgan Stanley. Eric focuses on financial planning to serve the specialized needs of a limited number of affluent families, whose needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies. The planning is based on the model of providing access to a world-class product platform and a well-executed plan. Through his approach Eric works to provide personalized investment strategies that can help balance income, growth, and risk for each client. Eric and his family are strongly committed to charity and community. As an Eagle Scout, Eric has volunteered with the Boy Scouts of America and served as Finance Chairman for the Lake Region District in Central Florida. Eric and his family are passionate about education; Eric has served on the Polk State College Foundation Board. A graduate of the University of Florida, Eric also served on the Alpha Tau Omega Fraternity Board of Trustees and House Committee. Eric Johnson is a CERTIFIED FINANCIAL PLANNER practitioner. He holds the Certified Investment Management Analyst, and Accredited Investment Fiduciary designations. Eric has a B.S. degree in Finance from the University of Florida with a minor in Economics. In his free time Eric enjoys spending time with his wife Cady, daughter Halle, and son Embrey. You can find him and family on the soccer field on most weekends. Eric and his family reside in Lakeland, FL. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** Ubs

• What industry does Cima Eric Johnson Cfp currently work in?

  Cima Eric Johnson Cfp currently works in the
  Ubs

• What is Cima Eric Johnson Cfp's area of expertise?

  Cima Eric Johnson Cfp specializes in
  Eric began his career in 2001 and joined UBS in 2008 after 7 years in wealth management at Morgan Stanley. Eric focuses on financial planning to serve the specialized needs of a limited number of affluent families, whose needs extend beyond investment management to include liability management, trust and estate planning, tax management and philanthropic strategies. The planning is based on the model of providing access to a world-class product platform and a well-executed plan. Through his approach Eric works to provide personalized investment strategies that can help balance income, growth, and risk for each client. Eric and his family are strongly committed to charity and community. As an Eagle Scout, Eric has volunteered with the Boy Scouts of America and served as Finance Chairman for the Lake Region District in Central Florida. Eric and his family are passionate about education; Eric has served on the Polk State College Foundation Board. A graduate of the University of Florida, Eric also served on the Alpha Tau Omega Fraternity Board of Trustees and House Committee. Eric Johnson is a CERTIFIED FINANCIAL PLANNER practitioner. He holds the Certified Investment Management Analyst, and Accredited Investment Fiduciary designations. Eric has a B.S. degree in Finance from the University of Florida with a minor in Economics. In his free time Eric enjoys spending time with his wife Cady, daughter Halle, and son Embrey. You can find him and family on the soccer field on most weekends. Eric and his family reside in Lakeland, FL. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

• Which languages does Cima Eric Johnson Cfp speak? 

  Cima Eric Johnson Cfp speaks the following languages:
  No languages available.

• Which industries has Cima Eric Johnson Cfp previously worked in?   

  Cima Eric Johnson Cfp has prior experience in the following industries:
  No prior industries available.

• What is Cima Eric Johnson Cfp’s work experience?  

  Cima Eric Johnson Cfp has the following professional experience:
  Ubs .

• How can I find Cima Eric Johnson Cfp on LinkedIn?  

  You can view Cima Eric Johnson Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are Cima Eric Johnson Cfp’s work email addresses?  

  Cima Eric Johnson Cfp’s work email addresses are
  [email protected] .

• What company does Cima Eric Johnson Cfp work for?  

  Cima Eric Johnson Cfp works at
  Ubs