Willis Johnson Wealth logo

Willis Johnson Wealth Employee Directory

Investment ManagementTexas, United States51-200 Employees

Willis Johnson Wealth is a fee-only fiduciary financial planning firm based in Houston, Texas, serving corporate professionals and executives. Its service offering combines comprehensive financial planning with in-house tax preparation, delivering guidance, education, and hands-on implementation support to help clients navigate complex financial decisions. The firm operates on a fiduciary basis, not selling products or earning commissions, which aligns its interests with clients.

Its practice has developed depth in employer compensation and benefits, including pensions, long-term incentive plans, 401(k) planning, and deferred compensation programs for corporate professionals. It also provides tax planning for high-income individuals across different career stages, as well as guidance on stock compensation, diversification, and related tax implications, and foreign filing considerations for expatriates and U.S. taxpayers working internationally. Recommendations are tailored to each client’s unique situation, and there is no guarantee that any strategy will achieve its intended results.

Find Willis Johnson Wealth employees' phone numbers or email addresses

Willis Johnson Wealth Global Highlights

Location
Employees

North America
45

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  • United States Of America
    45

Oceania
1

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  • Australia
    1

Willis Johnson Wealth's Leadership

  • Stylized image of a person
    B. J.
    Managing Director
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  • Stylized image of a person
    L. B.
    Associate Wealth Manager
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  • Stylized image of a person
    C. D.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    N. B.
    Planning Analyst
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  • Stylized image of a person
    T. T.
    Wealth Management Intern
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Willis Johnson Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Community & Social Services
  • Entrepreneurship
  • Other
  • Business

Contact profiles from Willis Johnson Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. J.
    Managing Director
    Phone icon
    AustraliaQueensland
    Jun 30, 2026
  • Stylized image of a person
    L. B.
    Associate Wealth Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    C. D.
    Financial Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    N. B.
    Planning Analyst
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    T. T.
    Wealth Management Intern
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Willis Johnson Wealth known for?

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Willis Johnson Wealth was founded in 1996 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Willis Johnson Wealth's company overview page for more information.

What is Willis Johnson Wealth's most common email format?

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Willis Johnson Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Willis Johnson Wealth email formats with LeadIQ.

How many employees does Willis Johnson Wealth have currently?

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Willis Johnson Wealth has approximately 54 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Willis Johnson Wealth's key employees and leadership?

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As of July 2026, Willis Johnson Wealth's key employees include:

  • Managing Director: B. J.
  • Associate Wealth Manager: L. B.
  • Financial Advisor: C. D.
  • Planning Analyst: N. B.
  • Wealth Management Intern: T. T.

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