Biography
At Willis Wealth Management, we are dedicated to serving our clients and our community. We believe clients come first and work to help protect their financial success. We emphasize the careful nurturing of relationships in order to build a financial portfolio for each individual’s, or family’s needs. We work daily to help our clients navigate the complexities that drive their financial futures, and understand how to best utilize the necessary tools to maximize returns while minimizing risk.
ROC WILLIS
Senior Vice President, Financial Advisor
Roc Willis is an esteemed Financial Advisor with more than 37 years of industry experience. He began his career at Merrill Lynch and four years later he moved to Morgan Stanley where he became a Producing Manager and opened their Vancouver, Washington Office that grew to 14 Advisors during the following five years. After several promotions, in 1997 he became Morgan Stanley’s Manager of the Los Angeles Complex where he supervised more than 110 Advisors. In 2011 he joined Wedbush because he sought the environment and culture of a smaller firm that focused on client needs and included a unique culture and independence. Within four years he became one of two Division Managers and served on the Management Committee before deciding to return to his roots in the Northwest in 2017, as an Advisor, working with individual families and investors.
Phone: (503) 471-6788
Email: roc.willis@wedbush.com
ADAM WILLIS
Financial Advisor
Adam has always had a fascination with the finance industry. He previously served as General Manager with Green Guard Services before joining Wedbush Securities in 2020. After earning his Series 7 license, Adam formed Willis Wealth Management alongside his father, Roc Willis, who has more than 37 years in the financial services business. Adam grew up and has become accustomed to his father’s unwavering commitment to his clients and their financial wellbeing. It is through this tutelage that Adam has become dedicated to using his experience and knowledge to educate clients and help them make informed investment decisions. His specialty is working with clients on wealth accumulation and preservation through customized financial and retirement planning, as well as Trust & Estate planning and risk mitigation.
Phone: (503) 675-3109
Email: adam.willis@wedbush.com
SPECIALIZATIONS
- Estate Planning
- Financial Planning
- Retirement Planning
- Stocks and Bonds
Resources
Mission Statement
Using our experience and integrity to achieve financial independence for our clients.