Sara Dejay Willis

Wealth Advisor, Vice President @Bernstein Private Wealth Management

Houston, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2021 — Present

Wealth Advisor, Vice President @Bernstein Private Wealth Management

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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

N/A

The University of Texas at Austin

Summa Cum Laude

ABOUT SARA DEJAY WILLIS

Wealth Advisor | Private Wealth Management | Entrepreneurs | Business Owners | Executives & Independent Directors | Family Law | Generational Wealth | M&A | Foundations | 401(k)

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