Willis Johnson Wealth Employee Directory

Investment ManagementTexas, United States51-200 Employees

We are a fee-only fiduciary financial planning firm that helps corporate professionals and executives, especially those employed at Shell, Chevron, and BP, simplify their complex financial lives. 

Our advisors provide consultative guidance, education, and implementation so you have confidence in where you are going. We offer holistic financial planning, as well as in-house tax preparation, to ensure that our clients and their families are empowered to make the best decisions to reach their goals each and every day.

In response to the overwhelming need for trustworthy financial guidance for energy professionals, our team has developed specialized expertise in:

- Compensation packages & benefits for energy professionals, including pensions, LTIPs, 401(k) planning, and deferred compensation options
- Tax preparation, planning, and filing for corporate professionals at every stage in their career to minimize taxes over their lifetime
- Stock compensation structures, diversification strategies, and tax implications
- Foreign filing considerations and compliance for expats and U.S. green card holders working for Fortune 500 energy companies

Our deep knowledge across these areas helps you keep more of what's yours without leaving anything on the table.

We proudly manage over $1 Billion in assets for clients across the country by focusing our efforts on giving our clients quality advice in their best interests. 

In all we do, we focus on keeping things simple. Whether it’s simplifying your personal financial situation, or wondering if we’re the right advisor for you, we take our fiduciary obligation to heart and focus on what’s best for you.  With WJA, there are no product sales, no hidden fees, and no commissions; it’s simply great advice with your best interest in mind.

If you are looking for trustworthy financial guidance, please contact us today. We would be happy to discuss your specific needs and goals.

https://www.wjohnsonassociates.com/resources/contact-us/

Find Willis Johnson Wealth employees' phone numbers or email addresses

Willis Johnson Wealth Global Highlights

Location
Employees

North America
71

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  • United States Of America
    71

Willis Johnson Wealth's Leadership

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    N. J.
    Ceo & Cio, Shareholder
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    W. J.
    Founder And Senior Wealth Advisor
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    L. W.
    Owner
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    C. C.
    Managing Director Of Operations
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    A. L.
    Managing Director, Wealth Management
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    E. C. A.
    Director Of Marketing
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    L. S. C.
    Director Of Tax & Shareholder At Willis Johnson & Associates
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    S. S.
    Director, Wealth Management
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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
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    R. M.
    Client Operations Associate
    Phone icon
    United StatesTexas
    Oct 26, 2025
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    S. F.
    Client Operations Associate
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    United StatesTexas
    Feb 03, 2026
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    J. H.
    Client Operations Specialist
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    United StatesTexas
    Jan 28, 2026
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    S. R.
    Administrative Assistant
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    United StatesTexas
    Apr 21, 2026
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    L. R.
    Marketing Intern
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    United StatesTexas
    Mar 16, 2026
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    A. H.
    Investment Operations Associate
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    United StatesTexas
    Apr 21, 2026
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    A. A.
    Client Operations Administrator
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    United StatesTexas
    Sep 10, 2024
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    C. D.
    Financial Advisor
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    Oct 23, 2024
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    D. M.
    Wealth Management Intern
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    United StatesTexas
    Apr 24, 2025
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    G. L.
    Tax Internship
    Phone icon
    United StatesTexas
    Oct 22, 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. The company's main headquarters is located in 5847 San Felipe Suite 1500 Houston, Texas United States; 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 53 employees as of April 2026. These team members are located across 1 continents, including North America.

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

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

  • Ceo & Cio, Shareholder: N. J.
  • Founder And Senior Wealth Advisor: W. J.
  • Owner: L. W.
  • Managing Director Of Operations: C. C.
  • Managing Director, Wealth Management: A. L.

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