13 April, 2024

InvestmentNews Lists WJA Among Best Workplaces for Fifth Year

This morning, InvestmentNews disclosed its annual Best Places to Work for Financial Advisors rankings, with Willis Johnson & Associates featuring once more. The company was placed 16th in the bracket for businesses with 15-29 employees, marking its fifth consecutive appearance.

The awards by InvestmentNews annually celebrate firms that stand out in terms of employee satisfaction, opportunities for professional advancement, career progression, and a focus on the well-being of employees.

“We’ve always been firm believers that when we treat our employees well, our employees turn around to offer our clients unparalleled service,” Willis Johnson & Associates President, Nick Johnson, CFA®, CFP®, articulated. “It’s of the utmost importance to continue investing money, time, and resources in our staff so we can continue to grow in both excellence and innovation.”

Earning a spot among this distinguished group for five straight years underscores a distinct and laudable company culture that is acknowledged and cherished by the employees. Willis Johnson & Associates is devoted to the welfare of its team and leverages the experience from previous efforts to further cement its status as one of the top wealth management companies in Houston.

2023 was a landmark year for Willis Johnson & Associates as it achieved $1B in Assets Under Management and Advisement, reflecting the firm’s growth in client assets alongside an expansion in staff. The company is currently on the lookout for new recruits across various departments including financial advising, client operations, taxation, and portfolio management, in anticipation of its continued growth.

“Ultimately, we’re trying to create a firm where people want to be and are proud to be,” Johnson asserted. “We create paths for growth and educational opportunities to get there, we offer flexibility and great benefits, and we create space to pause and connect as a team through social events and company retreats when we hit major milestones. We’re a people-first business and that starts with taking care of our team as the backbone of the firm.”


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