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Carol Mani Johnston
Carol Mani Johnston
Portfolio Management
First Vice President - Wealth Management
Portfolio Manager
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
112 E. Pecan
Suite 1500
San Antonio, TX 78205
tel: 210-271-6111
toll free: 800-323-0456
fax: 210-271-6194
Email Me
Welcome Services Experience Education Honors Associations
Welcome

As a member of the Portfolio Management Group at Morgan Stanley Smith Barney, I provide discretionary asset-management services to both individuals and institutions. The Portfolio Management Group program offers investors a convenient and effective platform to invest in today's complex markets. Working directly with your portfolio manager, your investments are tailored to meet your individual needs and financial objectives.

My commitment to my clients extends far beyond the normal broker-investor relationship. I work with my clients to develop a life-planning partnership designed to help achieve my clients’ long-term financial and personal goals. For many clients, the cornerstone of that process is direct communication with the investment professional managing their assets. For more information about Portfolio Management Group and my investment style, please contact me directly.
Services
  • Wealth Management
  • Asset Management
  • Retirement Planning
  • Estate Planning
  • Long Term Care Insurance
  • Lending Services
  • Alternative Investments
  • 529 Plans
  • Futures
  • Foreign Exchange
  • Philanthropic Services
Business Experience
  • 1986 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Portfolio Manager /
    Senior Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
  • Industry experience since 1982
Education and Licensing
  • Portfolio Manager certification
  • Senior Investment Management Specialist certification
  • Financial Planning Specialist certification
  • Series 7 - General Securities Representative
  • Series 65 - Investment Advisory Agent
  • Series 8 - General Securities Sales Supervisor
  • Series 3 - National Commodity Futures
  • Series 63 - Uniform State Exam
  • Series 5 - Interest Rate Options
  • Life, Annuity, Variable Annuity & Long Term Care Insurance Licensed
  • BA, 1981
    Southern Methodist University
    Mathematics /
    Ibero-American Cultural Studies
Honors and Recognitions
  • 1997 - Present: Morgan Stanley Smith Barney*
    Mentoring Program Advisor
    Century Council
    Regional Director's Council
    Advisory Council
  • 1991 - 1993: Smith Barney*
    Director's Club
  • 1988 - 1991: Smith Barney*
    Assistant Branch Manager
Associations
  • Portfolio Manager Institute
    National Member
  • Special Real Estate Commissioner
    Appointed by Probate Court Judge
  • Southwest Foundation for Biomedical Research
    Golden Circle & Women's Forum
  • United Way
    Women's Council
    Tejas Society
  • Commercial Real Estate Women Association
    Member
  • St. Luke's Episcopal Church
    Life Member
  • Past - Friends of the McNay Art Museum
    Executive Board of Directors
  • Past - Ronald McDonald House Charities
    Board of Directors
Bulletin Board
  • You've worked hard to build your retirement assets. Isn't it time they were professionally managed? E-mail me for more information about our Portfolio Management Program.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Carol Mani Johnston is licensed in the following state(s): AL, AZ, CA, FL, GA, HI, IL, LA, MD, NC, NM, NY, TX, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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