Eric  Johnson

Eric Johnson
Financial Advisor Truist Investment Services, Inc.

7200 Bank Ct

Frederick, MD 21703-2852

About me

Background

As a Truist Financial Advisor, I serve as a relationship manager and advocate for affluent clients and their families. I am further supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs.

This dedicated team approach allows me to help create, grow and preserve the wealth of the clients I serve. I believe one of the best ways to help establish economic success and financial security for my clients is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a road-map that increases the likelihood of achieving long-term financial goals.

As a trusted advisor, I value the confidence our clients have in us, and I strive each and every day to exceed their expectations by delivering service that is reliable, responsive, empathetic and competent. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Frostburg State University 2009

Personal Interests

I enjoy spending time with my wife and two children, golf, Ohio State Football and enjoying local brewery and winery scene in Frederick County. I serve on the board for the YMCA Fore the Kids Golf Charity event and enjoy giving back to local businesses.

Specialties

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

  • 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

  • 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

  • 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

  • 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.

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