Alexis Cathryn Long

Alexis Cathryn Long

Portfolio Manager-Equities at Willis Johnson & Associates, Inc.

Consumer Services
Finance

Profile

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).

Alexis Cathryn Long active positions

CompaniesPositionStart
Portfolio Manager-Equities 2014-05-31
All active positions of Alexis Cathryn Long

Training of Alexis Cathryn Long

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

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies1

Finance

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