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…

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…

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 …

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.

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…

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…