Lucy Gift

Lucy Gift is the Sr. Trader at Willis Johnson & Associates in Houston, TX, where she plays a pivotal role in executing investment transactions and managing portfolio operations for the firm’s high-net-worth clientele. Her current responsibilities center on trade execution, asset allocation, and ensuring efficient portfolio management, with a focus on supporting the firm’s holistic wealth management and financial planning strategies.

Gift’s investment focus covers public equities, fixed income, and diversified asset classes tailored to corporate executives and retirees, particularly those from energy, oil & gas, and related sectors—a reflection of the firm’s Houston-centered clientele. Her expertise extends to optimizing portfolios within tax-efficient and retirement-focused strategies, ensuring that client assets are strategically positioned in line with evolving market conditions.

Prior to her current role, Lucy advanced from Associate Trader and Client Operations Associate roles at Willis Johnson & Associates, demonstrating a rapid career progression. She holds a Bachelor of Science in Business, Financial Planning (magna cum laude) from Texas A&M University and a Bachelor’s in Marketing from DePaul University, establishing a foundation in both investment management and client service. Her professional credentials and multi-disciplinary education have enabled her to contribute significantly to her firm’s growth in complex portfolio and trading operations.