Colton Willis

Colton Willis is an experienced financial professional with a diverse background in investment consulting, banking, and territory management. Since December 2011, Colton has served as a Growth Consultant at Avantax. Prior to this role, Colton was a Regional Investment Consultant at Fidelity Investments from November 2009 to December 2011, overseeing proactive sales territory management. Colton also managed a new branch for Landmark Bank in Lindsay, TX, in 2009 and contributed to banking solutions at Wells Fargo from September 2004 to June 2009, including a role as a Wealth Management Consultant with the HD Vest division. Colton holds a B.B.A. in Finance from the University of North Texas and an Associate of Science in Business from North Central Texas College.