Alexis Cathryn Long
Gestor de Cartera-Acciones en Willis Johnson & Associates, Inc. .
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).
Cargos activos de Alexis Cathryn Long
Empresas | Cargo | Inicio |
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Willis Johnson & Associates, Inc.
Willis Johnson & Associates, Inc. Investment ManagersFinance Willis Johnson & Associates, Inc. (WJA) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Willis A. Johnson in 1996. WJA helps corporate professionals and executives with their comprehensive financial planning and investment management needs. | Gestor de Cartera-Acciones | 01/06/2014 |
Formación de Alexis Cathryn Long.
Texas Tech University | Undergraduate Degree |
University of St. Thomas (Texas) | Masters Business Admin |
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Empresas privadas | 1 |
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Willis Johnson & Associates, Inc.
Willis Johnson & Associates, Inc. Investment ManagersFinance Willis Johnson & Associates, Inc. (WJA) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Willis A. Johnson in 1996. WJA helps corporate professionals and executives with their comprehensive financial planning and investment management needs. | Finance |
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