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Eric Mark Johnson
Portefeuillebeheerder-Aandelen bij Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profiel
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.
Actieve functies van Eric Mark Johnson
Bedrijven | Functie | Begin |
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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. (MLPF&S) 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). MLPF&S provides 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. | Portefeuillebeheerder-Aandelen | 01-10-1981 |
Eerdere bekende functies van Eric Mark Johnson
Bedrijven | Functie | Einde |
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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. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Eric Mark Johnson
State University of New York College at Cortland | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 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. (MLPF&S) 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). MLPF&S provides 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 |