Vivien Johnson

Vivien Johnson

Managing Director
Clermont, Florida, United States

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Work Experience

Pathstone

Managing Director

2022-05-01 - Present

Eaton Vance WaterOak Advisors

VP, Wealth Advisor

2020-10-01 - 2022-05-01

WaterOak Advisors

Wealth Advisor

2019-07-01 - 2020-10-01

Morgan Stanley

Portfolio Associate

2019-01-01 - 2019-06-01

Seaside National Bank & Trust

Trust Operations

2014-01-01 - 2016-09-01

Richard Brothers Financial Advisors

Senior Operations Associate - Wealth Management

2009-08-01 - 2014-01-01

Skills

family office services investment advice tax planning estate planning bill pay accounts receivable esg investing environmental social governance investing socially responsible investing investment solutions family office structuring tax advice tax savings fee savings

Languages

English