Thornhill Rathbun Wealth Management - UBS Financial Services Inc.

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

UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, dedicated to guiding clients through various market opportunities and financial challenges. Their wealth management approach, known as UBS Wealth Way, focuses on organizing clients' financial lives around three key dimensions: Liquidity, Longevity, and Legacy. The firm is backed by UBS AG and manages approximately $6 trillion in invested assets across 51 countries. UBS Financial Services Inc. offers a wide range of services through its registered investment advisers and broker-dealers, ensuring tailored strategies to meet individual client needs while emphasizing the importance of thorough understanding and transparency in their relationships. Generated from the website

Winter Haven, FL Branch Office - UBS Financial Services Inc. in Winter Haven offers comprehensive wealth management services to clients in the area. Learn more about their expertise in financial planning and investment strategies at their Winter Haven location. Generated from their website's infomation