Carol Johnston Email & Phone Number

Carol Johnston Email & Phone Number

Financial Advisor, CEPA, Senior Vice President-Wealth Management and Sr. Portfolio Manager @ UBS Financial Services

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

  • Retirement Planning And Cash Flow Based Analytics
  • Certified Small Business Exit Planning Specialist
  • Generational And Legacy Planning Advisor
  • Custom Asset Management
  • Family Office

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.

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