Willis Johnson & Associates
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
5847 San Felipe St Ste 1500, Houston, Te...Phone Number
(713) 439-1200Website
www.wjohnsonassociates.comRevenue
$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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May
ZI Rank
2
2
2
2
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2
About Willis Johnson & Associates
Willis Johnson & Associates is an independent wealth management firm dedicated to serving corporate professionals and executives navigating significant life and career transitions. The firm specializes in comprehensive financial planning and investment management tailored to the unique circumstances of current and former corporate professionals, typically ranging in age from 40 to 90, who seek personalized guidance unconstrained by corporate sales mandates or product-driven agendas. Unlike advisors bound by institutional sales metrics, Willis Johnson & Associates bases all recommendations on what is demonstrably right for each individual client, allowing the firm to prioritize client outcomes over product placement. The firm's core strength lies in its deep expertise in employee benefits optimization and the financial transitions that accompany corporate career milestones, including the critical shift from financial production to financial protection. Willis Johnson & Associates has guRead more
Willis Johnson & Associates Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Willis Johnson & Associat...
$5M
11-50
Private
<$5M
1996
NJ
Nicholas JohnsonCEO & Chief Information Officer & Shareholder
Company Profile Activity
Activity Insights
Willis Johnson & Associates is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Willis Johnson & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Willis Johnson & Associates.
Willis Johnson & Associates financials insights
Gather financial insights about Willis Johnson & Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Willis Johnson & Associates Tech Stack
A closer look at the technologies used by Willis Johnson & Associates
Most Recent Scoops
Promotion
Executive Move
Executive Moves, Promotion
Hiring Plans
Willis Johnson & Associates has more open roles in Sales than it has had at any time in the past 12 months. Areas of expertise include: Sales Performance Management, Outbound Calls, and Overcoming Objections.
Hiring Plans
Hiring Plans
Willis Johnson & Associates has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Orion.
Hiring Plans
Hiring Plans
Willis Johnson & Associates has more open roles in Marketing than it has had at any time in the past 12 months. Technologies mentioned include: Canva with an increased focus that include Canva (Software), and experience with Adobe Illustrator, Digital Media, Graphic Design, Marketing, Digital Marketing, and Sales Enablement.
Hiring Plans
Hiring Plans
Willis Johnson & Associates News & Media
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Frequently Asked Questions Regarding Willis Johnson & Associates
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Willis Johnson & Associates is an independent wealth management firm dedicated to serving corporate professionals and executives navigating significant life and career transitions. The firm specializes in comprehensive financial planning and investment management tailored to the unique circumstances of current and former corporate professionals, ty... Read More
