Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Carol Mani Johnston

Senior Vice President - Wealth Management
Wealth Advisor
Senior Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
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210-805-1075

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Forbes Best-in-State Wealth Advisors- Texas 2019 *

You could say that financial services are in Carol Johnston's blood. As a stockbroker until the 1940s, Carol's great grandfather taught his daughter, Carol's grandmother, about finance and the impact of economic and world events on the markets. Carol's father, too, worked in financial services while putting himself through medical school and taught her the fundamentals of navigating a difficult economy. It was only natural that Carol would pursue a career in financial services.

As a passionate competitor and "people person" who enjoys a challenge, Carol has a history of success in a dynamic industry filled with opportunities for women. In fact, Carol was one of 400 financial advisors selected to attend the annual Barron's Top Woman Advisors Summit in 2014, 2013, 2012 and 2011. With over three decades of experience as a Financial Advisor, and having served previously as an Assistant Branch Manager, Carol joined UBS in 2013 as a Senior Vice President—Wealth Management.

Building upon 20 years of discretionary portfolio management, Carol focuses her holistic practice on retirement planning, generational planning through trusts, life insurance and estate preservation and protection using long-term care insurance. Her own experience with the costs and challenges of elder care gave her valuable insight into the financial realities that many will face but are often unprepared to tackle.

Outside of work, Carol serves on a number of different charitable boards, including an eight-year term for the Ronald McDonald House Charities during their expansion phase from one to three facilities in San Antonio. She served on the board of the Friends of the McNay Art Museum and currently participates in the Battle of Flowers Women’s organization, which celebrates the rich heritage of Texas.

Carol graduated from Southern Methodist University with a BA in Ibero-American studies and mathematics. She, her husband and their young daughter enjoy living in San Antonio where they are active, dedicated community members.

 


Registered States:
AZ, CA, CO, DC, FL, GA, IA, ID, IL, LA, MA, MI, NM, NY, OR, TX


Jamie L. Norris

Senior Client Service Associate
210-805-1029

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Jamie entered the financial services industry in 2004 , first in customer service and operations at Citi Global Stock Plan Services, and later as a business analyst at Morgan Stanley Smith Barney. She joined UBS in 2014. Attentive, thoughtful and efficient, Jamie handles administration, client service, account maintenance and daily monetary transactions. Jamie is committed to building client trust by providing a personal touch and treating every client with respect.

Jamie has earned Series 7 and 66 securities and insurance licenses. The daughter and granddaughter of retired Air Force master sergeants, Jamie was born in California, spent four years in Germany, and has lived most of her life in San Antonio. She is the wife of an Air Force Master Sargent who is currently a military training instructor. Outside of work, she is active with the Community Bible Church, where she has volunteered for various ministries, such as helping the homeless and the San Antonio Food Bank. Jamie enjoys spending time with her large extended family. 


Registered States:
AZ, CA, CO, FL, GA, IA, ID, IL, LA, MI, NM, NY, OR, TX


Diane Marie Akeroyd

Senior Client Service Associate
210-805-1080

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With over 36 years of experience in the financial services industry Diane has served in many capacities which ultimately help service the groups' clients.  Her roles have ranged throughout the years from Operations Manager to being a personal assistant to a president. Diane is a point of contact for all operational tasks, such as assets transfers, research matters and overall support. She works directly with clients to understand their individual needs and desires.  She takes pride in delivering superior service to address clients unique needs.

Diane lives in the surrounding San Antonio area with her husband of 34 years. When not working she enjoys spending time with family and friends, visiting her grown son, daughter and son- in-law and granddaughter, engaging in church and community activities and going to the beach.


Registered States:
TX