Eric Johnson

Eric L. Johnson, AAMS®, CRPC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

2110 Boca Raton Dr

1st Floor,

Austin, TX 78747-1630

About me

Background

As a Financial Advisor with Truist Investment Services, Inc. Eric Johnson brings more than 14 years of financial services, retirement planning, and investment management experience to his clients. He creates customized investment portfolios including asset allocation, security selection decisions, and performs ongoing portfolio supervision and regular client reviews. In addition, Eric serves his clients with retirement, income, and estate planning, including risk management solutions to help protect their wealth. 

Eric believes that while online and “robo” advice have given people much needed access to financial services, the more complex and wealth an individual or family has, the more they benefit from the level of service and knowledge a financial professional can bring. Eric strives to help successful individuals, families, executives and business owners organize and enhance their financial affairs. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Eric proudly served as an anti-armor assaultman in the U.S. Marine Corps and cherishes spending time with his wife of 25 years, Jennifer, and their four children, Isabel, Isaiah, Grace, and Carolyn. An avid softball fan, Eric loves to cheer for Isabel, who is a centerfielder for Beloit College. When not running the other kids to activities, Eric finds time to fish up in the North Woods, play golf, and coach youth softball. He also enjoys attending church and networking with other professionals in the Austin and Houston communities.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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