Willis has more than 30 years of experience in the financial services and investment banking professions. He is located in Raleigh, NC, and his focus is to bring an expanded presence to the Triangle and Eastern North Carolina by providing customized, insurance-based, retirement and estate planning solutions to business owners, executives, and their families.
Prior to joining BEJS in January 2016, Willis was affiliated with an M Financial Group firm located in Indianapolis, IN. He spent many years in investment banking with Trident Financial Corporation raising capital for Community Banks and Thrifts throughout the United States. Willis was instrumental in developing the Community Offering approach for Initial Public Offerings and in executing the firm’s largest Initial Public Offering. He was a co-owner of Trident until the company’s sale to KeyCorp, Inc. in Cleveland, OH.
Willis is a graduate of Wofford College in Spartanburg, SC, with a BA in Economics and presently serves as President of the A.C. and Lillian D. Bulla Foundation. He is a native of Raleigh, NC, and lives there with his wife, Ann, and their two children. In his spare time, he enjoys the outdoors.