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Alexis Long, MBA, CFP®

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

Featured Post:

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

After years of building your career at Chevron, climbing the ladder to specific salary grades is a significant accomplishment. However, for participants in salary grades 26 (PSG-26) and above,...
by Alexis Long, MBA, CFP®
April 21, 2025
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Understanding Chevron's Group Life Insurance Options in Open Enrollment

by Alexis Long, MBA, CFP®
October 19, 2024

How to Evaluate Chevron Disability Insurance Options in Open Enrollment

by Alexis Long, MBA, CFP®
October 19, 2024

Shell Open Enrollment: Understanding Your Life Insurance Options

by Alexis Long, MBA, CFP®
October 18, 2024

Navigating Shell Disability Insurance Coverage During Open Enrollment

by Alexis Long, MBA, CFP®
October 18, 2024

Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP

by Alexis Long, MBA, CFP®
June 21, 2024

How to Pick Your Retirement Date to Optimize Your Chevron Pension

by Alexis Long, MBA, CFP®
May 15, 2024

How To Use the Chevron Humankind Program for Charitable Giving & Tax Planning

by Alexis Long, MBA, CFP®
May 14, 2024

Understanding Your Chevron Retiree Medical Benefit Plans At Any Age

by Alexis Long, MBA, CFP®
August 15, 2023

Understanding Shell Retiree Health Insurance Benefits for Anyone Hired Before 2006

by Alexis Long, MBA, CFP®
August 08, 2023

How Shell Retirees Can Make the Most of the Shell Medicare Advantage PPO Plan

by Alexis Long, MBA, CFP®
July 28, 2023

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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