Alexis Long, MBA, CFP®

Alexis Long is the Managing Director of Wealth Management at Willis Johnson & Associates, which allows her to meet people from diverse backgrounds with different goals and help them reach those goals as efficiently as possible. After years of dedication to the firm, proven success, and exemplary leadership, Alexis was the first person beyond the Johnson family to be brought on board as a shareholder and board member of Willis Johnson & Associates. In her day-to-day activities, Alexis primarily focuses on empowering and managing our operations and financial planning staff while serving clients with their financial needs.

After graduating with a Bachelor’s degree in business with a minor in French from Texas Tech University, Alexis’ career started with positions ranging from real estate to bankruptcy law while searching for her true career passion. It was not until attending the MBA program at the University of Saint Thomas that she started learning more about the financial planning and advising industry. Alexis recognized financial planning and advising was the career that best suited her.

Before joining Willis Johnson & Associates, Alexis 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 joined Willis Johnson & Associates in 2014 as a Paraplanner and quickly transitioned to the Associate Wealth Manager role the same year. By November of 2015, she had passed the Certified Financial Planner exam and received her designation as a CFP^® in April of 2016. She began leading client relationships as a Wealth Manager in 2017. As Director of Wealth Management, Alexis spearheads the development, organization, and strategy for her department and the firm.

Alexis is a proud member of various leadership, community, and professional development organizations.

G2 Leadership Institute, Class of 2020: The G2 Leadership Institute develops the leadership and business management skills of professionals preparing themselves for leadership positions within their advisory firms.

Financial Planning Association of Houston: FPA Houston is an organization dedicated to elevating the profession that transforms lives through the power of financial planning. Alexis has previously served on the Board of Directors for FPA Houston as the Career Development Director. 

Houston Estate & Financial Forum: Assisting the development and extension of professional skills in estate planning.

For Alexis, financial planning combines her interest in producing detail-oriented financial plans with a desire to help people reach their goals of retiring early, paying for a grandchild’s education, buying a second home, or leaving a legacy for their children.

Alexis is a native Houstonian who spent her childhood living and traveling abroad. Living abroad gave Alexis the chance to meet people from around the world and learn about the various passions and ambitions they hold.

Alexis has been married to her loving and supportive husband, Michael, for eight years, and they reside in west Houston. In addition to her professional accomplishments over the last five years, Alexis has become a mother to 3 precious little angels. Being a mother is what she would consider her greatest achievement, and she enjoys spending as much time as possible with her family. Now that her children are a little older, Alexis looks forward to traveling with Michael and her three children and watching them experience more of what the world has to offer. On the rare occasion that she has free time, Alexis enjoys trying new restaurants, running, and singing epic karaoke ballads.