Alexis Cathryn Long

Alexis Cathryn Long

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

Profile

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).

Alexis Cathryn Long active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/06/2014

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Consumer Services

Consumer Services

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