Alexis Long, MBA, CFP®

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

4 Ways to Invest Your Chevron Incentive Plan (CIP)

Bonus time can be exhilarating – a large lump sum of cash that Chevron employees can use for many expenses – paying off debt, taking a vacation, or hiding under the mattress for a rainy day. But for...
March 06, 2026

4 Ways to Invest Your Chevron Incentive Plan (CIP)

March 06, 2026

What to Consider Before Accepting a Severance Package From Shell

January 21, 2026

80 Point & APF: What’s the Difference Between the Shell Pensions

January 21, 2026

Asset Allocation: The Key Component For Your Investment Strategy

January 21, 2026

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

November 13, 2025

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 14, 2025

Chevron’s Relocation to Houston: What Employees Need to Know

March 31, 2025