Linda Willis

Linda Willis is a top-performing and results-driven Management and Career Consultant with a background in leading global financial services teams and excelling in sales, operations, and administrative functions.

With legal expertise acquired through her experience as an attorney/litigator, Linda brings a unique perspective to her professional endeavors.

Her areas of expertise include Wealth Management, Recruitment & Retention, Revenue & Profit Growth, Business Valuation, Negotiation, Coaching & Career Counseling, Sales Planning & Marketing, Staff Training & Leadership, and Business Solutions.

Linda holds various licenses including Series 3, 4, 7, 9, 10, 23, and 65, showcasing her commitment to excellence and professional development.

She pursued her J.D. in LAW at Mercer University Walter F. George School of Law, laying a solid foundation for her legal and consulting career.

Throughout her professional journey, Linda has held key positions such as CEO/President at Career Management Advisors, Managing Partner at ODSN, LLC, Managing Partner/CEO at Haven Capital, Regional Director at Barclays Wealth, Executive Director at UBS Financial Services, Inc, Senior Managing Director at Bear Stearns & Co, Managing Director at Bear Stearns & Co, Senior Vice President at Alexander Key Investments, Branch Manager/Assistant Branch Office Manager at UBS Financial Services Inc, Sales Manager/Investment Advisor at UBS Financial Services Inc, Associate General Counsel/Partner at J.C. Bradford & Co, and Associate Attorney at Gideon & Wiseman.

Her diverse background spanning from legal roles to executive leadership positions equips her with a comprehensive skill set to drive business success and offer valuable insights to her clients and teams.