The Johnston Team at Morgan Stanley

Frank is a Senior Vice President, Portfolio Manager, and Financial Advisor with The Johnston Team at Morgan Stanley. He prides himself on the relationships he fosters with clients, helping them feel financially secure through both the ups and downs of life. Having a partner—his son, Zach—who he trusts and has confidence in to do this job, he says, allows their team to build for the long term.

Frank believes successful people all share a common bond: They encounter important life events that require timely guidance to help them make the right financial decisions for themselves, their careers, and their families. Through a comprehensive financial plan and portfolio management, he helps them achieve their goals while managing risk.

After earning his bachelor’s degree in Economics from the University of North Carolina at Charlotte, Frank began his career at Smith Barney and went on to work at RBC Wealth Management. He has recently joined Morgan Stanley, confident that the firm’s abundance of resources and innovative solutions best serve his team’s clients.

Today, Frank’s primary responsibilities continue to focus on financial planning and portfolio strategy and management. He helps each client develop and implement their strategies, while regularly checking in on their progress toward each goal. Frank receives great satisfaction knowing he is helping to make a significant impact on the quality of his clients’ lives and often becomes one of their most important relationships.

Frank has been married for 41 years to his wife, Kathleen. The couple takes great pleasure in spending time with and caring for their grandchildren Dash and Emery. Outside of the office, Frank also spends his time as head coach of the boys’ tennis team at Sheldon High School, enjoying and fostering the young gentlemen’s respect for each other and for the game.

As a Financial Advisor and Senior Vice President with The Johnston Team at Morgan Stanley, Zach is committed to helping his clients achieve their financial goals and attain the lifestyle they envision. With his father and business partner, Frank Johnston, the team has amassed over 55 years of combined industry experience, and they understand that each client's financial situation is unique. With this in mind, they offer tailored advice and guidance to help navigate the complexities of wealth management.

Zach employs a systematic financial planning process that involves developing customized strategies aligned with clients’ objectives, risk tolerance, and time horizon. He works closely with his clients to comprehensively understand their financial standing, goals, and aspirations, and he collaborate with a network of specialists to provide a holistic approach to wealth management.

He prides himself on delivering the highest level of service, ensuring that his clients receive regular portfolio updates and scheduled meetings to review their progress toward each goal. The Johnston Team believes communication is key.

To that end, they have chosen to work with a select number of households so that they can contact their clients on a more frequent basis, keeping more in tune with their financial needs. The team has a proven track record of assisting clients in building and preserving their wealth through different market cycles and fostering long-term relationships founded on trust.

Partnering with Morgan Stanley has allowed The Johnston Team to provide top-tier market research and advanced industry technology, giving them a competitive edge in providing a service experience that truly sets them apart. As a father of two children, Zach understands the struggle and pressure families face while trying to build generational wealth and stability. Getting into this industry, providing invaluable knowledge and resources, he says, has changed his life. His passion and his goal is to impart this knowledge to his clients and help guide them toward achieving financial well-being.