Brock Willis

Brock Willis: Email & Phone Number

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Investment Specialist at SoFi|Jacksonville Beach, Florida, United States

Position:

Investment Specialist at SoFi

Location:

Jacksonville Beach, Florida, United States

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Last updated: 2026-07-09
Updated: 2026-07-09

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Work Experience 11 years

Investment Specialist at SoFi

Aug 2024 - Current

Agent at New York Life

Dec 2023 - Aug 2024

Sales Associate at Orangetheory Fitness

Nov 2023 - Aug 2024

Junior Financial Consultant at Florida Financial Advisors

Sep 2023 - Oct 2023

Retirement Advisor at Empower

Mar 2022 - Jun 2023

Financial Solutions Advisor at Merrill Lynch

Jul 2017 - Jun 2021

Financial Solutions Consultant at Merrill Edge

Sep 2015 - Jul 2017

Brock Willis started working in 2015, then the employee has changed 6 companies and 6 jobs. On average, Brock Willis works for one company for 1 year 6 months.

Their professional focus is Chartered Retirement Planning Counselor, FLA Health Agent, and Florida Life Insurance and Annuities across 3 core areas.

Education

Bachelor's degree at The University of Alabama

Flagler College

Skills

FLA Health Agent, Chartered Retirement Planning Counselor, Florida Life Insurance and Annuities

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