Sara Dejay Willis
Wealth Advisor | Private Wealth Management | Entrepreneurs | Business Owners | Executives & Independent Directors | Family Law | Generational Wealth | M&A | Foundations | 401(k)
- Role
- Wealth Advisor, Vice President at Bernstein Private Wealth Management
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor, Vice President
Bernstein Private Wealth Management
Jun 2021 — Present · Houston, TX, US
When Bernstein started, we disrupted the money management industry and we’re still doing that today. For over 50 years, we’ve been pioneers in discretionary money management and our research-based, integrated approach continues to challenge the status quo. We set out to deliver both independence from conflict and extraordinary service—and today, that rich heritage still guides us.
Education
The University of Texas at Austin
Summa Cum Laude
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