Alexis Cathryn Long

Alexis Cathryn Long

Gestor de Cartera-Acciones en Willis Johnson & Associates, Inc. .

Consumer Services
Finance

Perfil

Ms. Alexis C.
Long is a Director of Wealth Management at Willis Johnson & Associates, Inc. She joined Willis Johnson & Associates in 2014 as a Paraplanner and quickly transitioned to the Associate Wealth Manager role the same year.
She began leading client relationships as a Wealth Manager in 2017.
As Director of Wealth Management, she spearheads the development, organization, and strategy for her department and the firm.
Before joining Willis Johnson & Associates, Ms. long started in the financial planning and advising industry, working at another wealth management firm in an operations role.
She learned the basics of financial planning from the ground up and quickly expanded her knowledge.
She received her undergraduate degree from Texas Tech University and an MBA from the University of St. Thomas (Texas).

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Gestor de Cartera-Acciones 01/06/2014
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Formación de Alexis Cathryn Long.

Texas Tech University Undergraduate Degree
University of St. Thomas (Texas) Masters Business Admin

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