Blake Willis Promoted to Chief Operating Officer

Blake Willis Promoted to Chief Operating Officer

Waco, Texas, February 6, 2020 – July Business Services (JULY) recently announced that Blake Willis has been promoted to the role of Chief Operating Officer.


With over 20 years of industry experience in all facets of retirement plan sales and operations, Blake’s new role will further enhance JULY’s focus on operational and service excellence. He will drive operational improvements and offer executive leadership to the firm’s core operations, including recordkeeping, administration, actuarial and client services.

Prior to his role as COO Blake spent the past 5 years leading and building JULY’s sales and installation teams, including developing new institutional relationships and sales channels, representing JULY as a public speaker, and supplying technical and sales support to sales team members and advisors.

John Humphrey, President and CEO of JULY, says of Willis’ promotion: “I am excited about Blake assuming a broader responsibility as Chief Operating Officer for JULY. He has worked hard over the past several years and developed into a trusted resource for our sales team and advisors nationwide. His deep industry knowledge and experience combined with his get-it-done approach will now broaden his impact and help us continue our upward trajectory in recordkeeping and plan administration excellence.”

Regarding his new role as COO of JULY, Willis commented: “I am thrilled to serve JULY in this new capacity and look forward to playing an integral role in the continued growth of our company.”


About JULY:

July Business Services is a leading retirement plan provider that supports financial advisors and their clients by delivering successful retirement plan strategies through its fully independent, open-architecture retirement plan recordkeeping platform and plan administration services. JULY brings unbiased, expert knowledge to all facets of the retirement plan process including customized plan design, leading technology, and hands-on implementation and management of the plan. JULY supports clients with an expansive, conflict-free investment platform, including ETFs, collective trusts, professionally managed portfolios, and mutual funds.

Our team understands that retirement is the number one reason for individual investing, and for many investors, company-sponsored savings and investment plans are the foundation of their retirement savings strategies. Our role in assisting organizations to offer employee retirement plans is fundamental to our mission – “Building Retirement Security”. Please visit for more information.


Related Posts


You May Also Like…

Cash Balance Plan Marketing and Prospecting

Cash Balance Plan Marketing and Prospecting

April 25, 2024

Learn how to best position and sell cash balance plans to plan sponsors. Our presenter Brian Smith, JULY’s Senior Institutional Sales Director, is a plan design and marketing expert. This session covered a refresher of cash balance basics, sales and prospecting tips, marketing resources, and more.