Carol Johnston Location
San Antonio, TX, US
Carol Johnston Work
- 2013 - now Financial Advisor, CEPA, Senior Vice President-Wealth Management and Sr. Portfolio Manager @ UBS Financial Services
- 1982 - 2013 Senior Vice President-Wealth Management, Senior Portfolio Manager, @ Smith Barney Harris Upham and successor names to Morgan Stanley Smith Barney
Carol Johnston Education
Southern Methodist University
Bachelor of Arts (B.A.) (Ibero American Studies/Mathematics)
1978 - 1981
Saint Mary's Hall High School
1973 - 1977
Carol Johnston Skills
Carol Johnston Summary
Carol Johnston, based in San Antonio, TX, US, is currently a Financial Advisor, CEPA, Senior Vice President-Wealth Management and Sr. Portfolio Manager at UBS Financial Services. Carol Johnston brings experience from previous roles at Smith Barney Harris Upham and successor names to Morgan Stanley Smith Barney. Carol Johnston holds a 1978 - 1981 Bachelor of Arts (B.A.) in Ibero American Studies/Mathematics @ Southern Methodist University. With a robust skill set that includes Retirement Planning And Cash Flow Based Analytics, Certified Small Business Exit Planning Specialist, Generational And Legacy Planning Advisor, Custom Asset Management, Family Office and more. Carol Johnston has 1 emails and 1 mobile phone numbers on RocketReach.