Alexis Cathryn Long

Alexis Cathryn Long

Gestore di Portafoglio-Azioni presso Willis Johnson & Associates, Inc.

Consumer Services
Finance

Profilo

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).

Posizioni attive di Alexis Cathryn Long

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/06/2014
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Formazione di Alexis Cathryn Long

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

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