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2020
After 24 years of tremendous growth and numerous accolades, Willis Johnson, CFP passed the torch to the next generation of firm leadership.
Nick Johnson, CFA ®, CFP®, became the firm’s President in 2020 to position the firm for growth and continued innovation. To enable the firm’s leadership for continued success, Alexis Long, MBA, CFP® was offered the opportunity to become a Shareholder. She bought into the firm in 2020, strengthening the leadership bench and providing a unique perspective. Willis remains heavily involved as the firm’s CEO, focusing on high-level strategies for the firm’s development and serving as a mentor for the leadership and advisory teams.
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In Recent Years
In 2018, Willis Johnson & Associates shifted to become a fee-only, Registered Investment Advisor (RIA), formally putting an end to its broker-dealer affiliation. This shift enabled the firm to better serve clients and position the firm for long-term growth. The firm has continued to expand its range of client services, including the addition of in-house tax preparation and filing services in 2019.
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Early 2000s
After many years of participating as an FSC Securities advisor, Willis climbed the ranks and was recognized as the organization's highest producing advisor in 2011. In 2014, Willis and his partner realized there was a difference in vision – Willis wanted to grow the firm, increase the service offerings, and help more families with their financial needs, so he bought out his partner's holdings in the firm in 2014.
The firm began combining several facets of financial planning— including wealth accumulation strategies, asset management, and estate planning — to deliver a comprehensive, straightforward, and action-oriented approach to clients. By 2014, Willis Johnson & Associates grew to have approximately $250 million in assets under management.
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1990s
Willis Johnson and a long-time colleague from Cigna opened a wealth management firm in affiliation with the FSC Securities Brokerage with less than $20 million in assets under management.
Through educational seminars and events at Houston oil and gas companies, they developed an extensive network of high net-worth individuals. Willis' vision focused on providing premium and tailored service to help his clients reach their financial goals.
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1980s
Willis Johnson began his career in financial services as an auditor and tax preparer at a CPA firm, and later joined CIGNA.
He went on to teach financial planning classes at Rice University, where he was first inspired to share how corporate professionals could use their benefits and comprehensive financial planning to accumulate wealth. This was where Willis Johnson began building expertise in company benefits plans, which became the foundation for future success in the years to come.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be constructed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
