Winter Haven, FL Branch Office - UBS Financial Services Inc.

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

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. in Winter Haven, FL offers comprehensive wealth management services to clients seeking financial guidance. With a focus on personalized strategies, they assist individuals in achieving their financial goals. Specializing in wealth management, Thornhill Rathbun provides tailored solutions to help clients navigate the complexities of financial planning. Their experienced team is dedicated to delivering top-notch service and expertise to support clients in building and preserving their wealth. Generated from their website's infomation