Financial Advisor Recruiters

Meet Our Experienced 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.

  • Bill WillisWILLIAM P. WILLIS
    President, Los Angeles

    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.

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    Brian-Nolan-financial-advisor-recruiter-scottsdaleBRIAN NOLAN
    Regional Director, Scottsdale

    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 implement a transition plan and acts as liaison between the candidate and new Investment firm to ensure a smooth and profitable transition.

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    Robert-Stanton-financial-advisor-recruiter-scottsdaleROBERT STANTON
    Regional Director, Scottsdale

    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. Robert consults the Nation’s top brokerage firms and managers and is often quoted in financial publications.

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    financial-services-recruiter-william-hillWILLIAM HILL III
    Regional Director, Los Angeles

    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.

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    jeffrey-silverman-recruiterJEFFREY SILVERMAN
    Regional Director, Scottsdale Office

    Looking for a change in 2013, Jeffrey decided to joined Willis Consulting and put his 26 years of experience in the Securities business to use helping advisors find the right fit for their business and clients.

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    Mike-Weck-financial-advisor-recruiter-scottsdaleMIKE WECK
    Regional Director, Scottsdale

    Michael began as a financial advisor in 1991 with a small boutique investment firm in Scottsdale, AZ. He later became an investment banker and then opened his own OSJ in 1999. From 2004 through 2015 he spent his time in the Real Estate industry throughout the greater Phoenix market. He joined Willis Consulting in April 2015.

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    Dustin LamoureDUSTIN LA MOURE
    Financial Advisor Recruiter

    My goals are to connect with Financial Advisors and provide information on current opportunities available to them and their practice. I enjoy communicating with people and carrying a positive and honest attitude throughout a conversation on and off the field.

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  • Willis Consulting - 01PATRICK M. KELLY
    Managing Director, Scottsdale

    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…

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    Willis Consulting - 17DAVID GARR
    Regional Director, Scottsdale

    Dave joined Willis Consulting in 2008. He excels in 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.

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    hughHUGH DANIELS
    Regional Director, Scottsdale

    Hugh has been a recognized leader and executive in the Financial Services and Mortgage Banking industry for over 20 years. He specializes in experienced Financial Advisor placement within wire-house, independent, RIA and bank based wealth management channels nationally.

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    Will Porter, Financial Advisor RecruiterWILL 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 the most suitable candidates for each position.

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    PATRICK FRESCH
    Regional Director, Los Angeles

    Patrick is a graduate of Arizona State University with a degree in Business Management in 1993. Patrick earned a scholarship to play football for ASU out of high school. He has stayed close to the game, including a 7 year tenure as a high school Head Coach and most recently as an assistant at the Junior College level.

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    Phil-Waxelbaum-financial-advisor-recruiter-los-angelesPHIL WAXELBAUM
    Regional Director, Los Angeles

    Phil Waxelbaum started his career in financial services industry, as an advisor, with Prudential Securities in New York City.  While with Prudential he moved into management running Retail Syndicate and ultimately serving as the National Sales Manager of the Private Client Group.

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