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Sara Dejay Willis
Sara Dejay Willis
Wealth Advisor, Vice President | Bernstein Private Wealth Management
Houston, Texas, United States
Sara Dejay Willis
Summary
Sara Dejay Willis is a seasoned Wealth Advisor and Vice President at Bernstein Private Wealth Management, specializing in private wealth management for entrepreneurs, business owners, and executives. With a strong background in political organizations and a commitment to generational wealth strategies, she combines financial expertise with a nuanced understanding of family law and mergers & acquisitions. Sara has held various roles in the insurance and legislative sectors, showcasing her adaptability and breadth of experience. She is a recognized leader, having received the Volunteer of the Year award, and has contributed significantly to both her professional and local communities. Her academic excellence is reflected in her Summa Cum Laude distinction from The University of Texas at Austin. Sara's diverse career path highlights her dedication to continuous growth and her ability to navigate complex financial landscapes.
Sara Dejay Willis
Work Experience
Wealth Advisor, Vice President at
Bernstein Private Wealth Management
June 2021 - Present
Client Advisor - Property & Casualty at
USI Insurance Services
July 2017 - June 2021
Business Development Manager at
Addison Group
August 2016 - July 2017
New Business Analyst - Property & Casualty at
Aon
June 2014 - August 2016
Legislative Director & Director of Communications - Rep. Larry Gonzales, District 52 at
Texas House of Representatives
April 2013 - June 2014
Office of Governor Rick Perry - Press Office at
Office of Texas Governor Greg Abbott
September 2012 - April 2013
Texas Governor's Fellowship at
Office of Texas Governor Greg Abbott
January 2012 - July 2012
Dorothy Kabis Memorial Recipient at
National Federation of Republican Women
June 2011 - July 2011
Sara Dejay Willis
Education
The University of Texas at Austin, Summa Cum Laude
Frequently Asked Questions about Sara Dejay Willis
What is Sara Dejay Willis email address?
Sara Dejay Willis's primary email address is ***********@bernstein.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Sara Dejay Willis work for?
Sara Dejay Willis is a Wealth Advisor, Vice President at Bernstein Private Wealth Management, a company specializing in Monetary Authorities-Central Bank.
Where Sara Dejay Willis graduated from?
Sara Dejay Willis holds a degree in from The University of Texas at Austin.
How can I directly contact Sara Dejay Willis?
To contact Sara Dejay Willis directly, you can use the email address ***********@bernstein.com. Complete contact information is available upon registration with Muraena.
Who is Sara Dejay Willis?
Sara Dejay Willis is a seasoned Wealth Advisor and Vice President at Bernstein Private Wealth Management, specializing in private wealth management for entrepreneurs, business owners, and executives. With a strong background in political organizations and a commitment to generational wealth strategies, she combines financial expertise with a nuanced understanding of family law and mergers & acquisitions. Sara has held various roles in the insurance and legislative sectors, showcasing her adaptability and breadth of experience. She is a recognized leader, having received the Volunteer of the Year award, and has contributed significantly to both her professional and local communities. Her academic excellence is reflected in her Summa Cum Laude distinction from The University of Texas at Austin. Sara's diverse career path highlights her dedication to continuous growth and her ability to navigate complex financial landscapes.
Sara`s contact details
***********@bernstein.com
Colleagues
Vice-President, Private Wealth Management
Vice President
Principal
Vice President | Wealth Advisor
National Managing Director
SVP/ Head of Managed Account Solutions and Risk
Vice President | Manager
Vice President- Financial Advisor
Private Wealth Advisor - Vice President
Wealth Advisor - Vice President