I joined Willis Consulting in 2017 for the ability to recruit advisors into wire-house, bank brokerage, and independent platforms. Willis Consulting affords me the opportunity to apply my years of knowledge and experience to advise Financial Advisors at any stage of their career to better serve their client needs and manage a successful business.
Having worked in Financial Services for nearly four decades, starting as a Financial Advisor and soon after, as Vice President, managed brokerage offices for two major wire-house firms in New York City. After eleven years, I served as New York Regional Vice President and wholesaler with a Boston based mutual fund company and later for more than twenty years held Senior Business Development and Recruiter positions with numerous Independent Broker/Dealers on both a Regional and National level.
In 1998 my wife Carol and I relocated to Scottsdale to be closer to both our son and daughter. With a lifelong love of horses, I completed the Equine Science Program at Scottsdale Community College. Today we live with on our property Mr. Blu a Missouri Fox Trotter who I enjoy riding in the desert and caring for our 2 dogs, 2 Nubian goats, and our barn cats.