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Sara Dejay Willis

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Sara Dejay Willis

Wealth Advisor, Vice President | Bernstein Private Wealth Management

Houston, Texas, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Government Experience

Non-Profit Experience

Sara Dejay Willis

Work Experience

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Wealth Advisor, Vice President at

Bernstein Private Wealth Management

June 2021 - Present

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Client Advisor - Property & Casualty at

USI Insurance Services

July 2017 - June 2021

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Business Development Manager at

Addison Group

August 2016 - July 2017

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New Business Analyst - Property & Casualty at

Aon

June 2014 - August 2016

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Legislative Director & Director of Communications - Rep. Larry Gonzales, District 52 at

Texas House of Representatives

April 2013 - June 2014

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Office of Governor Rick Perry - Press Office at

Office of Texas Governor Greg Abbott

September 2012 - April 2013

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Texas Governor's Fellowship at

Office of Texas Governor Greg Abbott

January 2012 - July 2012

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Dorothy Kabis Memorial Recipient at

National Federation of Republican Women

June 2011 - July 2011

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Sara Dejay Willis

Education

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

mail

***********@bernstein.com

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