Sam Schiro

About Sam Schiro

I help financial advisors think clearly about their next move.At Willis Consulting, I work with advisors and advisor teams who are considering transitions between firms, platforms, or business models. These are big decisions that impact clients, families, and long-term legacy. I take that responsibility seriously.Before joining Willis Consulting, I built my career in recruiting and sales roles where preparation, honesty, and follow-through actually mattered. I have worked with senior professionals, managed high-volume pipelines, and learned that the best results come from doing the work before the conversation ever happens.My approach is pretty simple:• Do the homework• Be straight with people• Respect their time• Never rush a decision that should not be rushedI am not here to push anyone into a move. I am here to help advisors understand their options, pressure-test ideas, and make the right call for them and their clients.If you are an advisor thinking about what is next or just want a second opinion, happy to connect and talk it through. s•••@willis-consulting.com

Experience

1. Financial Advisor Recruiter

   Willis Consulting, Inc

   Feb 2026 — Present · Dallas, TX, US

   Source and engage advisors across wirehouse, regional, and independent channelsConduct confidential, consultative conversations around career goals and firm alignmentResearch firms, platforms, and team structures to ensure strong long-term fitSupport advisors through all stages of a transition, from initial outreach through onboardingMaintain strict discretion and professionalism throughout sensitive discussions

Education

• Milwaukee Area Technical College

  Object-oriented programming (OOP)

  2015 — 2017