About Eric Johnson
Eric Johnson - Managing Director, Private Wealth Advisor
Drawing on nearly three decades of wealth management experience, Eric Johnson advises high-achieving entrepreneurs and executives on all aspects of their complex financial lives. Eric and his team tailor truly comprehensive plans that encompass asset allocation, investment management, and tax-efficient strategies to transfer wealth and maximize philanthropic impact. He has worked with many clients on their pre-IPO financial planning, tax-efficient diversification of concentrated stock positions, and the strategic use of debt.
Eric recently celebrated his 24th year as a Morgan Stanley Private Wealth Advisor. The long-standing relationships he has cultivated within the firm enable him to tap the talent and specialized resources needed to meet his clients’ personal and professional needs. Given the entrepreneurial nature of his client base, this often includes introductions to Morgan Stanley's investment bank for IPO and M&A advice. Thanks to the trust his clients have placed in him, Eric was recognized by Forbes as a Best-In-State Advisor in 2021 and 2022
Eric began his career in the Private Client Group at Merrill Lynch after graduating from the University of Georgia in 1990 with a degree in economics. He relocated to San Francisco four years later to join the Investment Services Group at Donaldson, Lufkin & Jenrette (DLJ), before joining Morgan Stanley in 2000.
Eric lives in Santa Monica, California and has two wonderful college-age children, Alexander and Camille. In his free time, he is an avid road and gravel cyclist. He also enjoys photography, scuba diving, and reading books on psychology.
"2021-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
Securities Agent: UT, VA, NJ, SD, NV, FL, GA, DC, TX, NY, MN, NH, MI, MD, CA, AZ, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
CA Insurance License #: OK21112