Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®, serves as Chief Executive Officer and Chief Investment Officer at Willis Johnson Wealth, where he leads the firm’s long-term vision, investment philosophy, and continued expansion of comprehensive wealth advisory services. Under Nick’s leadership, the firm has grown from approximately $250 million in assets under management to more than $1.9+ billion AUM as of 3/31/2026, while broadening its capabilities to better serve the evolving needs of corporate professionals and executives.

As part of that vision, Nick helped lead the rollout of integrated tax services for wealth management clients in 2019 and the expansion into private market investment offerings in 2025. He believes financial planning should extend far beyond investment management alone, combining proactive strategy, education, and personalized guidance to help clients navigate increasingly complex financial lives.

In addition to his leadership responsibilities, Nick continues to serve as a member of the Investment Committee, which oversees portfolio strategy, asset allocation, and investment selection across the firm. His analytical approach, deep understanding of capital markets, and commitment to long-term planning help guide the firm’s investment philosophy and client experience.

Nick is also passionate about financial education and professional development. He has served as an adjunct professor at the University of Houston, teaching both undergraduate and graduate-level courses focused on financial planning and investment topics.

A graduate of Trinity University, Nick earned a dual major in finance and drama, along with a minor in economics. While at Trinity, he was selected to participate in the university’s student-managed investment fund program, where he further developed his passion for research, portfolio analysis, and investment strategy. His unique academic background continues to shape his leadership style today, blending analytical rigor with communication, relationship-building, and a deep understanding of people.

Nick earned his Chartered Financial Analyst® (CFA®) designation and later became a CERTIFIED FINANCIAL PLANNER® professional after completing the board’s education, experience, and examination requirements in April 2018. He remains a strong advocate for continuous learning, mentorship, and helping professionals make more informed decisions about their careers, finances, and long-term goals.

Outside of work, Nick enjoys spending time outdoors, mentoring young professionals, and pursuing weekend rock climbing adventures across the country.