Founder & CEO
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.
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.