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Meet Roston

At our firm, we have the client—and only the client—in mind.

<span>Roston T. Willis Jr. MBA</span>

Roston T. Willis Jr. MBA

President, Wealth Advisor

Greetings, I am Roston T. Willis Jr., and it is my sincere pleasure to introduce myself. I look forward to the opportunity to get to know you and your family in the future. My passion lies in connecting with individuals who appreciate honesty and the human connection. Allow me to take a moment to share my background and provide insights into my philosophy and expertise.

Military: 

I have had the opportunity to serve honorably in the armed forces by representing the Navy, Marine Corps, and the Air Force, embodying the values of discipline, leadership, and commitment in every aspect of my journey.

Education: 

In terms of education, I have obtained a Bachelor of Business Administration in Finance from the University of Memphis, a Master of Business Administration in Finance from the University of Phoenix, and I am currently pursuing a doctorate in Financial Management at Northcentral University. Furthermore, I hold multiple financial certifications, including the Series 7 and 66, which equip me to navigate the intricacies of investment and financial planning.

Family: 

While education and experience are crucial, my family holds significant value in my life. I take great pleasure in spending quality time with my family, whether it's traveling the world, camping, or actively participating in my local church. I firmly believe that family and community are the foundation that grounds me, fostering honesty, integrity, and an unwavering commitment to my clients. My family is my WHY!

Experience:

With over a decade of financial experience, I am dedicated to bringing innovation, current regulations, and customized financial planning and investment strategies to serve my clients with honesty, integrity, and transparency. My goal is to make a positive impact on the financial well-being of my clients. My passion for empowering clients with reliable financial guidance underscores why I encourage you to consider Willis Wealth Management as a partner you can rely on. Together, we grow!