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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 |
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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 |
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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 |
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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 |
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Antony Pitt, Regional Director Antony Pitt joined Willis Consulting in 2008 from Alexander Lort Associates in London.His work in the UK Financial Services recruitment market spanned 15 years, where he mainly worked as a Headhunter working on assignments for Banks, Investment Management Groups and Insurance Companies. >>More |
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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 |
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Robert Stanton, Regional DirectorWhen 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 |
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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 |
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Doug Carlson, Regional Director Doug Carlson brings over 30 years of financial services experience to the firm. >>More |
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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 |










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