DAVID GARR, REGIONAL DIRECTOR
Current Position: Regional Director with Willis Consulting in our Scottsdale, AZ office. Responsibilities include establishing and executing specific marketing plans to ensure the most appropriate potential Financial Advisors and other wealth management professionals are sourced to meet our client’s particular opportunities and needs. Additionally, David reaches out to and prides himself on building long-term personal relationships with individual Financial Advisors, CFPs, and other wealth management professionals throughout the U.S. to provide personalized career and practice transition guidance and counsel within the wealth management industry.
Career History: David joined Willis Consulting in 2007 after an 18 year career as a leader as well as Regional Executive in the Financial Services, Banking and Mortgage industry with HSBC and Accredited. Given his depth of experience, he understands the complexities of the financial markets as well as the special relationship Financial Advisors work hard to build with their clients. David attended Weber State University and is a graduate of the AFSA Executive Leadership Program at UNC’s Kenan-Flagler School of Business in Chapel Hill, NC.
Additional Information: David and his family enjoy calling the Scottsdale, AZ area home. When he’s not at work, he’s busy with his sons who are very involved in Scouting, outdoor activities and sports.