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Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

Featured Post:

Stock Market News and Investment Insights for 2025

by Nick Johnson, CFA®, CFP®
October 23, 2025
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3 Retirement Planning Mistakes to Avoid for Chevron Professionals

by Alexis Long, MBA, CFP®
January 23, 2025

401(k) Contribution Limits & How to Max Out the Chevron Employee Savings Investment Plan (ESIP)

by Alexis Long, MBA, CFP®
January 22, 2025

How to Choose your Chevron Retirement Date

by Alexis Long, MBA, CFP®
January 17, 2025

How Using NUA with Chevron Stock Can Save You Taxes in Retirement

by Alexis Long, MBA, CFP®
December 31, 2024

5 Ways Chevron Professionals Can Save More During High Inflation

by Alexis Long, MBA, CFP®
December 31, 2024

401(k) Contribution Limits & How to Max Out the Shell Provident Fund

by Alexis Long, MBA, CFP®
December 31, 2024

HSAs at Shell: Tax Advantages, Investment Opportunities, Retirement Savings & More

by Alexis Long, MBA, CFP®
December 31, 2024

How to Maximize Savings Using Chevron Retirement Benefits in Tax-Beneficial Ways

by Alexis Long, MBA, CFP®
December 31, 2024

How to Maximize Savings Using Your Shell Employee Benefits

by Alexis Long, MBA, CFP®
December 31, 2024

Bridging: Strategic Steps to Keep Shell Pension Eligibility

by Alexis Long, MBA, CFP®
December 30, 2024

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057