Alexis Long, Mba, Cfp®

Alexis Long, Mba, Cfp® Email and Phone Number

Managing Director, Wealth Management & Shareholder | Retirement, Financial, and Investment Advice for Energy Professionals | Chevron & Shell Employee Benefits Expert | 401(k), Tax & Benefits Optimization @ Willis Johnson & Associates
Alexis Long, Mba, Cfp®'s Location
Houston, Texas, United States, United States
About Alexis Long, Mba, Cfp®

Alexis Long, Mba, Cfp® is a Managing Director, Wealth Management & Shareholder | Retirement, Financial, and Investment Advice for Energy Professionals | Chevron & Shell Employee Benefits Expert | 401(k), Tax & Benefits Optimization at Willis Johnson & Associates.

Alexis Long, Mba, Cfp®'s Current Company Details
Willis Johnson & Associates

Willis Johnson & Associates

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Managing Director, Wealth Management & Shareholder | Retirement, Financial, and Investment Advice for Energy Professionals | Chevron & Shell Employee Benefits Expert | 401(k), Tax & Benefits Optimization
Alexis Long, Mba, Cfp® Work Experience Details
  • Willis Johnson & Associates
    Managing Director, Wealth Management
    Willis Johnson & Associates Jan 2024 - Present
    Houston, Tx, Us
    Willis Johnson & Associates is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
    View
  • Willis Johnson & Associates
    Director Of Wealth Management
    Willis Johnson & Associates Jan 2020 - Jan 2024
    Houston, Tx, Us
    View
  • Willis Johnson & Associates
    Wealth Manager
    Willis Johnson & Associates Jun 2017 - Jan 2020
    Houston, Tx, Us
    View
  • Willis Johnson & Associates
    Associate Wealth Manager
    Willis Johnson & Associates Dec 2014 - Jun 2017
    Houston, Tx, Us
    View
  • Willis Johnson & Associates
    Paraplanner
    Willis Johnson & Associates Jun 2014 - Dec 2014
    Houston, Tx, Us
    View
  • Hfg Wealth Management, Llc
    Wealth Planning Specialist
    Hfg Wealth Management, Llc Mar 2013 - Jul 2014
    The Woodlands, Texas, Us
    View

Alexis Long, Mba, Cfp® Education Details

  • University Of St. Thomas (Tx)
    University Of St. Thomas (Tx)
    International Business
  • Texas Tech University - Rawls College Of Business
    Texas Tech University - Rawls College Of Business
    French Language Studies
  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    Executive Program In Financial Planning
  • University Of South-Eastern Norway
    University Of South-Eastern Norway
    International Marketing & Management

Frequently Asked Questions about Alexis Long, Mba, Cfp®

What company does Alexis Long, Mba, Cfp® work for?

Alexis Long, Mba, Cfp® works for Willis Johnson & Associates

What is Alexis Long, Mba, Cfp®'s role at the current company?

Alexis Long, Mba, Cfp®'s current role is Managing Director, Wealth Management & Shareholder | Retirement, Financial, and Investment Advice for Energy Professionals | Chevron & Shell Employee Benefits Expert | 401(k), Tax & Benefits Optimization.

What schools did Alexis Long, Mba, Cfp® attend?

Alexis Long, Mba, Cfp® attended University Of St. Thomas (Tx), Texas Tech University - Rawls College Of Business, University Of Georgia - Terry College Of Business, University Of South-Eastern Norway.

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