Bethanie Baker

Financial Planning Analyst at Willis Johnson & Associates
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Houston

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Credentials

  • Series 65 Exam
    NASAA
    Jul, 2022
    - Nov, 2024
  • eMoney Fundementals
    eMoney Advisor
    May, 2021
    - Nov, 2024

Experience

  • Willis Johnson & Associates
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Planning Analyst
      • Jan 2023 - Present

      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. Show less

    • Client Operations Associate
      • Jul 2022 - Jan 2023

    • Client Operations Specialist
      • Jun 2021 - Jul 2022

  • BKD Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Intern
      • Jan 2021 - Jun 2021

  • Willis Johnson & Associates
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Wealth Management Intern
      • Sep 2020 - Jan 2021

  • Airswift
    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • Administrative Associate at Shell
      • Jun 2017 - May 2020

  • Shell
    • United Kingdom
    • Oil and Gas
    • 700 & Above Employee
    • OE Student
      • Jul 2015 - Jul 2016

Education

  • University of Houston
    Bachelor of Business Administration - BBA, Finance, Financial Planning
    2017 - 2021
  • University of North Texas
    Some college, Chemistry
    2016 - 2017

Community

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