Eric Mark Johnson
Gestor de Cartera-Acciones en Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) .
Perfil
Mr. Eric M.
Johnson is a Vice President & Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in October 1981.
He assists clients by offering them solutions that address their risk tolerance, time horizon, liquidity needs and overall investment goals.
He utilizes various investment strategies, including asset allocation models and professional money management to help clients meet long term wealth accumulation goals.
Also, he helps high net worth clients review estate planning techniques including trust work and charitable gifting.
Mr. Johnson received his undergraduate degree from State University of New York College at Cortland.
He earned the Chartered Retirement Planning Counselor designation in 2007.
Cargos activos de Eric Mark Johnson
Empresas | Cargo | Inicio |
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Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Gestor de Cartera-Acciones | 01/10/1981 |
Antiguos cargos conocidos de Eric Mark Johnson.
Empresas | Cargo | Fin |
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Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Gestor de Cartera-Acciones | - |
Formación de Eric Mark Johnson.
State University of New York College at Cortland | Undergraduate Degree |
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Empresas privadas | 2 |
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Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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