Meet the Willis Recruiters

With nearly two decades of dedicated service in the financial advisor recruiting sector, our team’s collective experience spans numerous decades within the financial services industry. Our exclusive focus centers on collaborating with financial advisors, positioning us as one of the swiftest expanding executive recruiting firms in the field. This growth is fundamentally attributed to our unwavering integrity and profound comprehension of evolving trends and shifts within the financial landscape.

Leadership

Bill Willis

Founder & CEO
Los Angeles, California

Bill is responsible for setting strategy, vision, and culture. He is an advocate of the consultative approach. Listening to advisors’ unique needs and passions and then connecting them to firms who offer inspiring solutions. Daily, he works with his team of recruiters, financial advisors, and client firms with an end goal of mutual success.

Patrick M. Kelly

President
Scottsdale, Arizona

First and foremost, I spend my days speaking with financial advisors who are currently evaluating their career options. Additionally, I provide sales leadership and guidance to our firm’s recruiters. Finally, I help manage the daily operations of our firm.

Recruiters

Scott Barclay

Regional Director
Los Angeles

Scott works directly with financial advisors and managers all throughout the country, acting as a mediator—or similar to an agent—in helping guide candidates through the transition…

Frank DiCicco

Regional Director
Scottsdale

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…

Ronnie Encina

Regional Director
Los Angeles

I take great pride and joy helping Financial Advisors navigate the top Wallstreet Firms. I do that by introducing opportunities that will…

Jim Hatcher

Regional Director
Scottsdale

I am passionate about helping Financial Advisors in their career development. I spend my days speaking with financial advisors, evaluating their experience and career/life…

William Hill

Regional Director
Los Angeles

Will specializes in financial advisor placement within the wirehouse, independent, RIA, and bank based wealth management channels. He works directly with management and…

Brian Nolan

Regional Director
Scottsdale, Arizona

Brian moved to Willis Consulting, Inc. in 2008 after 12 successful years in the securities industry. He works directly with investment candidates to help develop and…

Will Porter

Regional Director
Scottsdale Office

A leader in capital markets and professional industry organizations, Will works directly with regional managers to identify top talent, and identifies and evaluates…

Jeffery Silverman

Regional Director
Scottsdale Office

Jeffrey spends his day speaking to financial advisors nationwide and staying on top of all the major trends affecting financial advisors and their wealth management businesses.

Travis Thomas

Regional Director
Los Angeles

My days revolve around making cold calls to experienced financial advisors. The most gratifying element of my recruitment role is contributing to the progression of individuals…