![Alexis Cathryn Long](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Ms. Alexis C.
Long is a Managing Director 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).
| Società | Posizione | Inizio |
|---|---|---|
Willis Johnson & Associates, Inc.
 Willis Johnson & Associates, Inc. Investment ManagersFinance WJA combines economic research with strategic low-cost security selection to help clients meet their long-term objectives. The firm uses a well-diversified index fund-based investment approach established and regularly reviewed by their Investment Committee. | Gestore di Portafoglio-Azioni | 01/06/2014 |
Attive
Inattive
Società nel listino
Aziende private
| Aziende private | 3 |
|---|---|
Texas Tech University
 Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of St. Thomas (Texas)
 University of St. Thomas (Texas) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Willis Johnson & Associates, Inc.
Willis Johnson & Associates, Inc. Investment ManagersFinance WJA combines economic research with strategic low-cost security selection to help clients meet their long-term objectives. The firm uses a well-diversified index fund-based investment approach established and regularly reviewed by their Investment Committee. | Finance |
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