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The Willis Recruiters

We've been in the Financial Advisor Recruiting Business for almost 20 years but between us we have many decades of experience in the Financial Services Industry. We work exclusively with Financial Advisors and are currently one of the fastest growing executive recruiting firms in the industry. This is mainly due to our integrity and vast knowledge of emerging trends and financial industry shifts.

Our mission is to create trust and credibility. We partner with larger institutions and smaller regional firms throughout the U.S. and take the time to understand their unique needs, thus assuring a successful outcome.

BILL WILLIS

President & CEO
Los Angeles, California

Years in Financial Industry: 42

Industry Experience: Complex Manager

Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers, Trainees

President and CEO, Bill founded Willis Consulting, Inc. in 2000 after 25 successful years in the securities industry. Bill is the author of numerous articles published in…
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PATRICK M. KELLY

Managing Director
Scottsdale, Arizona
Years in Financial Industry: 22

Industry Experience: Institutional Sales, Financial Advisor, Recruiter, Managing Director

Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers

Pat has been with Willis Consulting since 2002 and has been the managing director since 2003. Pat assists financial advisors in evaluating their career options…
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BRIAN NOLAN

Regional Director
Scottsdale, Arizona
Years in Financial Industry: 19

Industry Experience: Financial Advisor, Recruiter

Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers

Brian moved to Willis Consulting, Inc. in 2008 after 12 successful years in the securities industry. He works directly with Investment candidates to help develop and …
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ROBERT STANTON

Regional Director
Scottsdale
Years in Financial Industry: 19

Industry Experience: Financial Advisor, Recruiter

Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers

As one of the firm’s senior consultants, with over 21 years experience as a Financial Advisor Recruiter, Robert specializes in high level managerial searches, as …
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WILLIAM HILL III

Regional Director
Los Angeles
Years in Financial Industry: 15

Industry Experience: Executive Recruiter

Specialties: Managers, Bank Advisors, Wirehouse, Independents, RIA

Will takes a consultative approach by recommending the best fit for the advisor and their clients; he guarantees professionalism, efficiency, and discretion throughout the process.
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WILL PORTER

Regional Director
Scottsdale Office
Years in Financial Industry: 35

Industry Experience: Managing Director Equity Trading

Specialties: Bank Advisors, Wirehouse, Independents, Trainees, Book Sellers

A leader in capital markets and professional industry organizations, Will works directly with regional managers to identify top talent, and identifies and evaluates…
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JEFFREY SILVERMAN

Regional Director
Scottsdale Office
Years in Financial Industry: 30

Industry Experience: Financial Advisor, Investment Banker

Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers

Looking for a change in 2013, Jeffrey decided to joined Willis Consulting and put his 26 years of experience in the Securities business to use helping advisors…
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PATRICK FRESCH

Regional Director
Los Angeles
Years in Financial Industry: 20

Industry Experience: 6

Specialties: Bank Advisors, Wirehouse, Independents, Trainees, Book Sellers

Patrick is a graduate of Arizona State University with a degree in Business Management in 1993. Patrick earned a scholarship to play football for ASU …
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MIKE WECK

Regional Director
Scottsdale
Years in Financial Industry: 13

Industry Experience: Financial Advisor, Recruiter

Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers

Michael began as a financial advisor in 1991 with a small boutique investment firm in Scottsdale, AZ. He later became an investment banker and then …
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SCOTT BARCLAY

Regional Director
Los Angeles
Years in Financial Industry: 6

Industry Experience: Real Estate, Executive Recruiting

Specialties: Bank Advisors, Wirehouse, Independents, Managers, Trainees, Book Sellers

As Regional Director at Willis Consulting, Scott links candidates and managers together to develop relationships, and to…
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NICK J. MINGONE

Regional Director
Naples, FL. & Ocean City NJ.

Years in Financial Industry: 35

Industry Experience: Financial Advisor, Managing Director, RVP, Regional Director

Specialties: Bank Advisors, Wirehouse, Independents

Regional Director; Responsibilities include assisting financial advisors in evaluating their career options and advising if a move would benefit their Practice and career enhancement...

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Shane Conceicao

Regional Director
Philadelphia, Pennsylvania

Years in Financial Industry: 5

Industry Experience: Client Relationship Management, Wholesaling, Recruiting

Specialties: Independents, Bank Advisors, Wirehouse

Regional Director; Responsibilities include assisting advisors in finding opportunities to grow their business and building a relationship with hiring managers to ensure a smooth firm transitions…

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Contact Us

Willis Consulting, Inc.

Corporate Headquarters

719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274

310-373-7400 PST

[email protected]

Willis Consulting, Inc.

Scottsdale Office

8970 E Raintree Drive Suite 300 Scottsdale, AZ 85260

480-361-9490 PST

[email protected]