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Jeffrey Silverman

Position: Regional Director

Location: Scottsdale, AZ

Years in Financial Industry: 30

Industry Experience:  Financial Advisor, Investment Banker

Number of Successful Hires/Recruits: 20 plus

Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers

I find out as much as i can about the candidate’s business and see what firm and channel will be best fit.”

Current Position: 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. His focus is on helping FA’s go independent, buying and selling books, selecting the right firm for their clients and their business mix.

Strengths:

  • Patient
  • Thoughtful
  • Knowledgable

I know I’ve done a good job when the candidate is happy.

Career History: Since 1987 Jeffrey has been involved in every area of the Securities business including retail and institutional sales, investment banking, trading, compliance, and management. The majority of his career involved one on one contact with clients in an advisory role, prospecting for new clients through referrals and serving the needs of his clients.

Additional Information: Jeffrey was born and raised Minneapolis MN. His family moved in 1979 to Scottsdale where he traded in his hockey stick for golf clubs. Jeffrey graduated in 1989 from Arizona State University and now lives in Scottsdale Arizona where he enjoys golf, yoga, hiking, and spending time with his 3 children.

Bill Willis

President
Los Angeles, California

Patrick Kelly

Regional Director
Scottsdale, Arizona

Brian Nolan

Regional Director
Scottsdale, Arizona

Robert Stanton

Regional Director
Scottsdale, Arizona

Hugh Daniels

Regional Director
Scottsdale, Arizona

Will Porter

Regional Director
Scottsdale, Arizona

Jeffrey Silverman

Regional Director
Scottsdale, Arizona

Mike Weck

Regional Director
Scottsdale, Arizona

Willis Consulting, Inc.

Corporate Headquarters

719 Yarmouth Road Suite 203 Palos Verdes Estates, CA 90274

310-373-7400 PST

info@willis-consulting.com

Willis Consulting, Inc.

Scottsdale Office

8970 E Raintree Drive Suite 300 Scottsdale, AZ 85260

480-361-9490 PST

info@willis-consulting.com