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Bill Willis

Founder & CEO

Career History

Prior to founding Willis Consulting in 2000, Bill spent twenty-five years in the securities industry. For several years, he was an RVP at Merrill Lynch overseeing a complex of offices in Southern California. Prior that he held leadership positions at Sutro, and Prudential Securities.

Additional Information

Bill and his wife Karen live in Palos Verdes California. They have three adult children all of whom are financial advisors. They are blessed with five grandsons. When not entertaining family, both are active in church and community.

In his free time Bill enjoys biking and strength training. Originally from Chicago, Bill is a passionate Bear fan.

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Los Angeles

719 Yarmouth Road, Suite 203

Palos Verdes Estates,

CA 90274


22601 North 19th Ave, Suite 229


AZ 85027