Samuel J. Willis
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Samuel J. Willis Email & Phone Number

UIT Internal Wholesaler | Southern CT and Westchester Co at First Trust
Location: Franklin, Tennessee, United States 5 work roles 1 school
1 work email found @ftportfolios.com 5 phones found area 630 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email s****@ftportfolios.com
Direct phone (630) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
First Trust
Role
UIT Internal Wholesaler | Southern CT and Westchester Co
Location
Franklin, Tennessee, United States
Company size
1188 employees

Who is Samuel J. Willis? Overview

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Quick answer

Samuel J. Willis is listed as UIT Internal Wholesaler | Southern CT and Westchester Co at First Trust, a company with 1188 employees, based in Franklin, Tennessee, United States. AeroLeads shows a work email signal at ftportfolios.com, phone signal with area code 630, and a matched LinkedIn profile for Samuel J. Willis.

Samuel J. Willis previously worked as Institutional Associate at First Trust and Inside UIT Consultant: Long Island | Brooklyn | Queens at First Trust Portfolios L.P.. Samuel J. Willis holds Baccalaureate Of Science, Psychology from Upper Iowa University.

Company email context

Email format at First Trust

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{first_initial}{last}@ftportfolios.com
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AeroLeads found 1 current-domain work email signal for Samuel J. Willis. Compare company email patterns before reaching out.

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Profile bio

About Samuel J. Willis

My wife, Christina, and I live in Nashville, TN with our very active daughter, Lauren, who loves riding equestrian & playing volleyball. Her brother, Noah, tragically passed from brain cancer in 2015 at the age of three and a half. Since his promotion to heaven, we've raised over half a million in research funding with the Pediatric Brain Tumor Foundation. Faith is foundational to our daily lives and we enjoy serving as members of Forest Hills Baptist Church. We enjoy travel, hikes, reading, and boating. Personally, I enjoy golf, marksmanship, fishing, table games, shooting pool & time amongst friends.18 years of financial services experience. Dedicated to investment professionals through personal integrity, responsive service and proactive support. (CRD# 5006651)Genuine interest in others motivates conversation and questions to clarify my understanding of their needs and priorities. Being a student of financial markets along with my degree in psychology helps me develop credible lines of thought on market strategies, investor psychology & behavioral finance. I'm honored to be a trusted sounding board to many of my clients.Alternatives, Direct Indexing, Concentrated Stock Strategies, Private Asset Platform, Buffered ETFs, Structured Investments, 200+ Long-Only ETFs, ETF Models, SMAs & Unit Investment Trusts all complement our industry leading investment insights and market forecasting. Distilling our deep suite of solutions to the most relevant strategies is one way I seek to add value. First Trust is also the industry leader in actively managed fixed income ETFs.David Howard is my outside business partner (202) 704-3098 | dhoward@ftadvisors.comTogether we serve larger RIA, Family Office, OCIO, TAMP, Institutional, Pension & Endowment clientele across DE, DC, MD, NC, VA & WV.

Listed skills include Unit Investment Trusts, Closed End Funds, Mutual Funds, Investments, and 9 others.

Current workplace

Samuel J. Willis's current company

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First Trust
First Trust
UIT Internal Wholesaler | Southern CT and Westchester Co
Franklin, TN, US
Website
ftportfolios.com
Employees
1188
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Company profile
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5 roles

Samuel J. Willis work experience

A career timeline built from the work history available for this profile.

Uit Internal Wholesaler | Southern Ct And Westchester Co

First Trust

Franklin, TN, US

Institutional Associate

Current
First Trust

Franklin, Tennessee, United States

Refined focus on RIA, Family Office, Institutional, Endowment & Pension investment professionals. Unconstrained by product line to offer true consultative, goal-centric partnership. A deep suite of sophisticated offerings including Direct Indexing, Alts, SMAs, ETF Risk & Strategic Models, Buffered Strategies and over 220 ETFs.

Nov 2023 - Present

Inside Uit Consultant: Long Island | Brooklyn | Queens

First Trust Portfolios L.P.

Wheaton, IL

Industry leading offering of Unit Investment Trusts (UIT) & Exchange Traded Funds (ETF)First Trust is consistently on the forefront of product and strategy innovation

Jun 2012 - Nov 2023

Internal Advisor Specialist

Nuveen Investments

Chicago, IL

Held 3 successive positions. Internal Advisor Service, Mutual Fund Consultant and Independent Broker Dealer Specialist. Each role served solely investment professionals. Product specialties included mutual funds, closed-end funds & separately managed accounts.

Jul 2007 - Jun 2012

Inside Financial Service Representative

Wells Fargo Advantage Funds

Menomonee Falls, WI

Held 3 separate positions all focused on providing tailored financial solutions. Worked with individual investors as well as investment professionals. Expertise grew in mutual funds, closed-end funds & separately managed accounts.

Oct 2005 - May 2007
Team & coworkers

Colleagues at First Trust

Other employees you can reach at ftportfolios.com. View company contacts for 1188 employees →

DD Drew Distel Drew Distel Colleague at First Trust Elmhurst, Illinois, United States, United States View → JJ Jacque Jayson Jacque Jayson Colleague at First Trust Buffalo, New York, United States, United States View → TC Travis Cable Travis Cable Colleague at First Trust Austin, Texas, United States, United States View → TS Terumi Schmidt Terumi Schmidt Colleague at First Trust United States, United States View → CF Chris Fossum Chris Fossum Colleague at First Trust Rochester, New York Metropolitan Area, United States View → RG Ryan Griffin Ryan Griffin Colleague at First Trust Atlanta Metropolitan Area, United States View → BB Ben Buisson Ben Buisson Colleague at First Trust Greater New Orleans Region, United States View → JH Jay Huber Jay Huber Colleague at First Trust Chicago, Illinois, United States, United States View → NK Ngatchou Kevine Ngatchou Kevine Colleague at First Trust Cameroon, Cameroon View → HS Hannah Sajdak Hannah Sajdak Colleague at First Trust Greater Chicago Area, United States View →
1 education record

Samuel J. Willis education

FAQ

Frequently asked questions about Samuel J. Willis

Quick answers generated from the profile data available on this page.

What company does Samuel J. Willis work for?

Samuel J. Willis works for First Trust.

What is Samuel J. Willis's role at First Trust?

Samuel J. Willis is listed as UIT Internal Wholesaler | Southern CT and Westchester Co at First Trust.

What is Samuel J. Willis's email address?

AeroLeads has found 1 work email signal at @ftportfolios.com for Samuel J. Willis at First Trust.

What is Samuel J. Willis's phone number?

AeroLeads has found 5 phone signal(s) with area code 630 for Samuel J. Willis at First Trust.

Where is Samuel J. Willis based?

Samuel J. Willis is based in Franklin, Tennessee, United States while working with First Trust.

What companies has Samuel J. Willis worked for?

Samuel J. Willis has worked for First Trust, First Trust Portfolios L.P., Nuveen Investments, and Wells Fargo Advantage Funds.

Who are Samuel J. Willis's colleagues at First Trust?

Samuel J. Willis's colleagues at First Trust include Drew Distel, Jacque Jayson, Travis Cable, Terumi Schmidt, and Chris Fossum.

How can I contact Samuel J. Willis?

You can use AeroLeads to view verified contact signals for Samuel J. Willis at First Trust, including work email, phone, and LinkedIn data when available.

What schools did Samuel J. Willis attend?

Samuel J. Willis holds Baccalaureate Of Science, Psychology from Upper Iowa University.

What skills is Samuel J. Willis known for?

Samuel J. Willis is listed with skills including Unit Investment Trusts, Closed End Funds, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Fixed Income, and Equities.

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