Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Alexis Long, CFP® is the Managing Director of Wealth Management at Willis Johnson & Associates, where she plays a pivotal role in guiding clients toward their financial goals with efficiency and expertise. Her dedication and leadership led to her becoming the first non-Johnson family shareholder and board member.
Having experienced a lack of financial guidance in her early years, Long pursued a career dedicated to educating and empowering others. After early career exposure to the financial sector at a bankruptcy law firm, she discovered her passion for financial advising while earning her MBA. Since then, she has built a career helping clients navigate complex financial decisions across various life stages.
In her current role, Long oversees Willis Johnson & Associates’ financial planning team and leads talent acquisition efforts across Texas to strengthen the firm’s expertise.
Outside of work, she enjoys running, traveling with her husband, Michael, and supporting their three children in their athletic and artistic pursuits.
5847 San Felipe, Suite 1500, Houston, TX 77057
713 439 1200
pr@wjohnsonassociates.com
linkedin.com/in/long-alexis-managing-director
wjohnsonassociates.com
Alexis Long, CFP®
Managing Director, Wealth Management, and Shareholder
Willis Johnson & Associates
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Bio
Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2014
2016
2017
2020
2023
Joined Willis Johnson & Associates as a Paraplanner and quickly transitioned to the Associate Wealth Manager role in the same year
2014
Earned her Certified Financial Planner® designation
2016
Began leading client relationships as a Wealth Manager
2017
Joined Willis Johnson & Associates’ board as the first external Shareholder of Willis Johnson & Associates; Graduated from the G2 Leadership Institute; Served as Career Development Director for the Houston chapter of the Financial Planning Association
2020
Promoted to Managing Director of Wealth Management and helped lead WJA team to cross the $1 billion AUM/AUA threshold
2023
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
2014
2016
2017
2020
2023
Promoted to Managing Director of Wealth Management and helped lead WJA team to cross the $1 billion AUM/AUA threshold
2023
Joined Willis Johnson & Associates’ board as the first external Shareholder of Willis Johnson & Associates; Graduated from the G2 Leadership Institute; Served as Career Development Director for the Houston chapter of the Financial Planning Association
2020
Began leading client relationships as a Wealth Manager
2017
Earned her Certified Financial Planner® designation
2016
Joined Willis Johnson & Associates as a Paraplanner and quickly transitioned to the Associate Wealth Manager role in the same year
2014
Milestones