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PATRICK M. KELLY

Position: Managing Director

Location: Scottsdale, AZ

Years in Financial Industry: 22

Industry Experience: Institutional Sales, Financial Advisor, Recruiter, Managing Director

Number of Successful Hires/Recruits: 700 plus

Specialties: Bank Advisors, Wirehouse, Independents, Book Sellers

“Moving firms is very stressful for the FA and their family. Because of my years of experience, I can help alleviate a lot of that stress during this process. I want to help the FA solve transitional issues before they arise.”

Current Position: Managing Director/Partner; Responsibilities include assisting financial advisors in evaluating their career options; providing sales leadership and guidance to the company’s regional directors; servicing a broad range of financial services clientele through recruitment; and managing the daily operations of the firm.

Strengths:

  • Good Listener
  • Organized
  • Discreet
  • Problem Solver

“Listening is the key skill set I deploy; I used to “sell”, today I listen and suggest.”

Career History: Patrick began his career as a financial advisor in 1993 at Roth Capital Partners of Newport Beach where he quickly advanced to the level of Vice President of Investments. He later joined The Seidler Companies in Los Angeles as an Institutional Salesman before bringing his sales talents to Willis Consulting in 2002. He served as Managing Director of Research until 2003, when he became a partner and was promoted to Managing Director. As the demand for the firms’ recruiting services outside the Los Angeles area grew, he moved to Scottsdale, AZ in 2005 to open the Willis-Consulting, Inc. satellite branch which now staffs 9 executive recruiters.

Additional Information: Patrick served as an infantry soldier in the United States Army from 1989 until 1991 in Berlin, Germany and Fort Carson, Colo. Having a passion for sports, he was an assistant high school football coach for three years in Newport Beach, CA. Since moving to Scottsdale, AZ with his wife and three children, he has spent countless hours volunteering his fundraising and sales skills to promote the community’s schools and youth sports programs. Patrick still loves Classic Rock and will talk all day about surfing “The Big Wave” if you let him. Although  he’s respectful of other teams, he likes to see the Los Angeles Lakers, Arizona Cardinals, and Arizona Diamondbacks bring home a victory!

“I’ve seen a lot of changes in the financial services recruiting industry over the last 16 years. Navigating the always changing environment is one of my core skill sets. For me to best service financial advisors looking to move to another firm I need to be up to date on the current landscape…and I am!”

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