Wealth Manager

• Oct 2018 - Present

The Wealth Manager is responsible for leading select client cases independently of Senior Wealth Manager. A Wealth Manager oversees client financial plans and maintain all communication and correspondence with the clients they serve. Willis Johnson & Associates is a wealth management firm that specializes in helping corporate professionals with their financial planning needs. Our thorough understanding of the transitions in your corporate life allows us to appreciate where you have been and assist with where you are headed. Our process creates a structure which gives context to our ongoing planning. With that context, there is clarity. With that clarity, there is confidence. Willis Johnson & Associates is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Willis Johnson & Associates is not a CPA firm. 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

Member

• 2005 - Present

*Member of the Public Relations Committee. *Recognized with the Chapter's Distinguished Service Award, 2009 *Member of the Public Relations Committee. *Recognized with the Chapter's Distinguished Service Award, 2009

Vice President / Wealth Strategist, Private Bank

• Nov 2015 - May 2018

Coordinated and consulted on financial planning matters for Private Bank clients in Texas and Louisiana. Trained advisors on financial planning topics. Implemented training for two financial analysis systems. Coordinated and consulted on financial planning matters for Private Bank clients in Texas and Louisiana. Trained advisors on financial planning topics. Implemented training for two financial analysis systems.

Advisory Board Member

• 2011 - Dec 2017

Shelter located in Houston, Texas that empowers, enriches and restores the lives of homeless women and children Shelter located in Houston, Texas that empowers, enriches and restores the lives of homeless women and children

Board of Directors / President / Treasurer

• Jun 2009 - Jun 2016

Professional society organized to meet the specialized needs of planned giving professionals and personal advisors. Professional society organized to meet the specialized needs of planned giving professionals and personal advisors.

Member

• 2011 - 2016

Vice President

• Jan 2006 - Nov 2015

Directed the TLA's Wealth Planning services. Directed the TLA's Wealth Planning services.

Board Member / Treasurer

• 2007 - 2010

A school committed to nurturing the gifts and character of each student to inspire spiritual growth, creative expression, responsible citizenship and academic success. A school committed to nurturing the gifts and character of each student to inspire spiritual growth, creative expression, responsible citizenship and academic success.

Probate Court - Case Auditor

• 1999 - 2006

Coordinated with guardians, attorneys, and trust officers on active guardianship cases. Audited guardianship estates and trusts. Coordinated with guardians, attorneys, and trust officers on active guardianship cases. Audited guardianship estates and trusts.

Paralegal

• 1998 - 1999

Drafted estate planning documents and court filings for administration and litigation cases. Managed properties under administration. Worked with incapacitated persons who were wards of the Court. Drafted estate planning documents and court filings for administration and litigation cases. Managed properties under administration. Worked with incapacitated persons who were wards of the Court.

Development Officer

• 1990 - 1997

Major gift fundraising for capital and annnual operating campaigns. Major gift fundraising for capital and annnual operating campaigns.