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