Meet Our Financial Services Recruiters

We have over ten years of recruiting experience working exclusively with finance professionals and are currently one of the fastest growing executive recruiting firms in the industry due to our integrity and vast knowledge of emerging trends and 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.

William P. Willis, President

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 premier trade journals, and writes a regular column for OnWallStreet. He is frequently interviewed by the financial service media regarding current trends within the industry. >>More

Patrick Kelly Financial Advisor Recruiter Scottsdale
Patrick M. Kelly, Managing Director

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; provide sales leadership and guidance to the company’s regional directors; services a broad range of financial services clientele through recruitment; and manages the daily operations of the firm.  >>More

Mitch Melbon Financial Services Recruiter Los Angeles
Mitch Melbon, Regional Director

Mitch is the most senior of the Regional Directors at Willis Consulting, having joined the firm in 2005. Mitch’s commitment to serving the people he works with to find the “perfect fit” for their practice validates his achievement as the top producer within the firm. >>More

Financial Services Recruiter Scottsdale - David Garr
David Garr, Regional Director

Dave joined Willis Consulting in 2008 as Regional Director in our Scottsdale Arizona office. David has been sourcing and recruiting top sales talent in the Financial Services industry for over 20 years. He specializes in experienced financial advisor placement within wirehouse, independent and bank based channels throughout the U.S. >>More

Brian Nolan Financial Services Recruiter Scottsdale
Brian Nolan, Regional Director

Brian moved to Willis Consulting in 2008 and is currently a Regional Director of Recruiting in the Scottsdale office. Brian began his career as a Financial Advisor with VTR Capital in Pittsburgh, PA where he quickly became the lead advisor for the office. He later joined Chase Investments in Ohio as a Financial Advisor and was named to the Top Producer Council for 10 straight years. >>More

Robert Stanton Phoenix Financial Services Recruiter
Robert Stanton, Regional Director

When Bill Willis opened the recruiting firm Willis Consulting  in 2002 Robert joined forces.As one of the firm’s senior consultants with over 21 years experience as a Financial Advisor / Recruiter, Robert specializes in high level managerial searches, as well as large individual producers and specialty teams. >>More

Will Hill LA Financial Services Recruiter
William Hill III, Regional Director

Will spent over 20 years in sales in the California real estate market and financial services industry prior to joining Willis Consulting in 2009. Will specializes in financial advisor placement within the wirehouse, independent, RIA, and bank based wealth management industry. >>More

Dervla O'Neill Financial Advisor Recruiter LA
Dervla Erin O’Neill, Regional Director

Looking for a career change, Dervla brought her sales and marketing experience to our Los Angeles team in March, 2011. Dervla uses the broker profile system to identify and contact financial advisors who, according to their credentials and accomplishments to date, might benefit from an opportunity. >>More

Hugh Daniels - Scottsdale Financial Services Recruiter
Hugh Daniels, Regional Director

Hugh has been a recognized leader and executive in the Financial Services and Mortgage Banking industry for over 20 years. In 1988 after graduating from the University of Nevada, Las Vegas he took a job as a Regional Sales Director managing a sales force in 14 states. 9 years later after helping to take the company public and going through three mergers… >>More

Patrick Fresch Los Angeles Financial Recruiter
Patrick Fresch, Regional Director

Patrick has been part of the financial industry since 1998. He joined Willis Consulting in 2012. Patrick is a graduate of Arizona State University with a degree in Business Management in 1993. He earned a scholarship to play football for ASU out of high school and has stayed close to the game on the coaching side. >>More

 Financial Advisor Recruiter Mercedes Segall
Mercedes Segall, Regional Director

Prior to joining Willis-Consulting in 2013,  Mercedes spent nearly 30 years in the financial services industry, beginning with the Private Client Group at PaineWebber of Rancho Palos Verdes, CA. Over the years, she has worked in various areas of the financial industry, including Private Client Group, Corporate and Municipal Finance and Equity Research. >>More