Eric Johnson

Eric L. Johnson, AAMS®, CRPC®, APMA®
Assistant Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

2110 Boca Raton Dr

Suite 140,

Austin, TX 78747-1630

About me

Background

Eric Johnson is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 14 years of financial services, retirement income planning and investment management experience. Eric believes in Truist’s purpose to inspire and build better lives and communities. He works everyday to provide a distinctive client experience and empower his clients to fulfill their goals and aspirations. 

Eric offers his clients a disciplined wealth management process that involves understanding his client’s personal history, past decisions and current resources. Eric works with his clients to prioritize goals and define their objectives. He believes that his client’s story, when combined with our process, creates an actionable plan that can help provide increased clarity, simplicity and direction.

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

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

Locations

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