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

Financial Advisor
210-805-1075
carol.manijohnston@ubs.com

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, NC, NM, NY, TX


Carl Pavlich

Senior Client Service Associate
210-805-1080
carl.pavlich@ubs.com

Carl has been a valued member of The Mani Johnston Group since joining the team at Morgan Stanley in 2012. As a Senior Client Service Associate, he fully enjoys all aspects of client administration, addressing client needs and building strong, trusted relationships.

Though he joined UBS in 2013, Carl has had a diverse career in the financial industry, which began in 1980 at Rotan Mosle Inc. For the next 19 years, he focused on all aspects of business operations and client services at Smith Barney. Following that firm's merger with Citigroup, Carl furthered his already diverse experience as part of Morgan Stanley Smith Barney Global Stock Plan Services. He then joined the newly formed corporate stock plan division as a senior manager and was later promoted to Vice President of Operations.

Outside of work, Carl is involved in a number of charitable pursuits, including fund raising for the San Antonio Food Bank, Komen Race for the Cure and the United Way. He and his wife, Cindy, have been married for over 30 years. They have three wonderful daughters, two of whom are teachers, following in their mother's footsteps. Carl also enjoys spending time with his granddaughter and traveling with his family.


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


Jamie L. Wallace

Senior Client Service Associate
210-805-1029
jamie.wallace@ubs.com

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 63 securities 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. 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, DC, FL, GA, IA, ID, IL, LA, NC, NM, NY, OR, TX