Willis Johnson Wealth

Kind words from our clients about their experience with us are never something we take for granted.

Feedback like this is a meaningful reminder of the trust involved in helping people navigate complex financial decisions.

We remain committed to listening carefully, providing thoughtful guidance, and serving each client with professionalism and care.

If you are considering your next financial planning step, whether you are navigating a transition, preparing for an unexpected life event, or looking to save more intentionally and confirm you are on the right track, schedule a complimentary consultation with us to begin the conversation here: https://hubs.li/Q04vN2Gh0

We are pleased to announce that Alexis Long, MBA, CFP®, Managing Director of Wealth Management at Willis Johnson Wealth, will be taking the stage at Representation Matters 2026.

She will be joining the panel “When Your Path Needs To Evolve: Knowing When to Stay, Shift, Go or Build Something New” at 1:45 PM — a conversation for every professional who has ever stood at a career crossroads and wondered which direction leads to the life they actually want.

Alexis knows that moment intimately. She entered wealth management through an operations role and learned the industry from the ground up. She joined Willis Johnson Wealth as a paraplanner in 2014 and advanced steadily into firm leadership, becoming the first person outside the Johnson family to serve as both shareholder and board member. She now leads the firm’s wealth management strategy while advising energy professionals on executive compensation, benefits, tax strategy, investments, and retirement.

What she brings to this panel is rare: the perspective of someone who has lived the climb, managed the transitions, and now guides others through the same inflection points.

Representation Matters 2026
Thursday, October 16, 2026
Lakeside Country Club, Houston, TX
1:45 PM – 2:45 PM

Learn more about registration here - https://lnkd.in/gbuRUhpx

To learn more about Sponsorship reach [email protected]

A $3M+ portfolio can open the door to new investment opportunities, but do you know how to separate a genuine opportunity from an expensive mistake?

Private equity, private credit, and real assets can create new opportunities beyond the S&P 500. But the trade-offs around liquidity, lock-ups, fees, leverage, and manager selection can matter just as much as the potential return.

Join Stella Hoover, CFA®, Private Markets Investment Analyst at Willis Johnson Wealth, for a closer look at how sophisticated investors evaluate these opportunities and how private investments may fit within a broader investment strategy.

Register here: https://hubs.li/Q04tVTyz0

If you’re building or reviewing an investment strategy, understanding what matters amidst the noise can help you make more informed decisions about your portfolio.

- Mega-cap technology is losing ground to small caps and international markets.
- AI spending is fueling record corporate debt.
- Earnings are growing even as valuations cool.

Join Nick Johnson, CFA®, CFP®, CEO & CIO of Willis Johnson Wealth, for our quarterly Stock Market Update & Investment Strategies webinar on Thursday, August 20, at 12 PM CT. He'll discuss what's moving the markets, what strategies should be top of mind, and what to think about as we move into the later parts of the year.

Reserve your spot: https://hubs.li/Q04tlYgy0

With only 4.92% of advisory firms operating as independent fiduciaries, what should you be asking before trusting someone with your financial future?

Many people aren't sure where to start.

The difference often comes down to these 5 questions about planning depth, credentials, fiduciary alignment, hidden costs, and tax strategy.

This checklist helps you start the conversation with more clarity before you decide who should guide your financial future: https://hubs.li/Q04sGPh00

Restructuring at Shell can force big financial decisions on a very short timeline.

If a severance package is on the table, there are a few critical details that can have a much bigger impact than most people realize, from timing decisions to benefit opportunities that may not be there for long.

That’s exactly why we put together this Shell Severance Checklist. Get a clearer way to think through what to review before making any moves. Download it here: https://hubs.li/Q04rK_-Q0