Debra Grier, Regional Director of Recruiting / Branch Office Development
Deb brings over 25 years of experience in the financial services industry having started her career as a broker with Paine Webber before moving into the IBD space as a recruiter 23 years ago. She works with advisors looking for a change, as well as existing advisors looking to grow their branch, find a successor, and buy or sell a practice.
Smith Williams
Smith joined ProEquities in 2011 and moved into her current recruiting role in 2016. Prior to that, Smith worked in the firm’s compliance department in a variety of roles, including surveillance and dispute resolution. Smith is a graduate of Auburn University, where she received a finance degree. She also holds Series 7, 24, and 66 licenses. Away from the office, Smith enjoys teaching classes at The Bar Method, exploring her adopted city of Birmingham, and spending time with family and friends.
Patrick Bressler
Patrick Bressler, based out of Denver, Colorado, is the Western Regional Managing Director and leads the financial advisor recruiting efforts across the firm’s Western territory. Prior to joining ProEquities, Patrick worked at Raymond James Financial for nearly 12 years, first working as an Internal and External Wholesaler within its Asset Management Services (fee-based) department. Most recently, Patrick had been working as a Business Development Consultant supporting Raymond James' financial advisor recruiting efforts across each of its affiliation models. Patrick is a native of Biloxi, Mississippi, and has an undergraduate degree in Banking and Finance from the University of Mississippi. He also holds the Certified Investment Management Analyst (CIMA) designation from the University Of Pennsylvania Wharton School Of Business and is Series 7 and 66 licensed. Patrick is married to Whitney and is the father of three daughters, Quinn, Emerson and Rowan. He also loves to travel, is a big health enthusiast, and an avid reader.