"Linda and Career Management Advisors were the keystone to the creation of our firm and continues to be one of our greatest assets. Not only did Linda identify a merger opportunity but she successfully navigated us through the structuring of our firm from start to finish. Simply put, Linda provided the resources that have enabled our firm to grow both vertically and horizontally. We are now in a better position to serve our clients while providing a platform for advisors looking for tailored succession plans. From creating opportunity to advising on mission and vision, our firm just could not exist without Linda and CMA."
-a fee-only private client and institutional wealth management firm servicing clients across the United States.
“Linda is in a unique position to help RIAs because she knows the industry very well. Thus, she brings quality candidates to the table consistently – whether it be job candidates, strategic hires or merger possibilities. Linda is smart, thorough and aggressive – but not pushy. She’s done an excellent job for our firm and we would highly recommend engaging Career Management Advisors.”
-One of the 50 largest registered investment advisor firms in the country offering comprehensive planning, investment management and multi-family office services to clients nationally.
“Linda Willis has an unusual and rare background, quite uncommon in her profession. She has been successful at different levels of management, local, regional and national in the financial services industry and possesses a keen understanding of banking, budgeting, balance sheets etc. All her skills and experience combine to form a holistic view and understanding of the financial services industry from both the corporate and from the advisor’s perspective. The result is quite an exceptional professional, working in the best interest of the client. I believe Linda’s most important trait is that she possesses a true compassion and empathy above and beyond her peers. Her compassion sets her apart from all others. She has a willingness to strive for the best outcome for the advisor, unlike most of her peers that prioritize their compensation over the advisor’s wellbeing. Linda is a consummate professional that cares about you, the client.”
-Senior Financial Advisor
"Linda's work in assisting me in transitioning to a new RIA was relentless and flawless. She not only reviewed with me the legal ramifications of exiting my prior firm but heavily negotiated the terms of the new firm's agreement. It didn't end there. After a few months of employment and miscommunications on the new contract terms, Linda was able to pull out archived copies of the agreement details on my behalf to ensure that I prevailed. I could sleep at night knowing she had my back."
-Senior Financial Advisor/CFP