With 12 years of industry experience, Eric Johnson helps his clients take a comprehensive and strategic approach to financial planning, even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, he develops recommendations tailored to his clients’ needs, priorities, and preferences. Eric has always had a passion for working with people and getting to know them on the deepest levels, which is why he strives to be his client’s primary point of contact and the first person of whom they think to come with any financial matter. He has a genuine interest in their financial success and it makes him feel good to be a part of that success year in and year out.
Eric holds his Series 7 and 66 securities registrations and insurance licenses.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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