nita villarreal

Senior Business Development Consultant

Islesboro, Maine, United States

About

Experience

  • Senior Business Development Consultant at Prospera Financial
    Mar 2026 - Present · 5 mos

    Having had the experience of peaking behind the curtain of more than 100 firms - I chose Prospera Financial for their unbeatable service model. Our Advisors enjoy a 2.4 : 1 Advisor to Back Office support. With a NetPromoter Score in the 90s - we certainly stand out in the space. If you've been thinking about supported independence - please reach out and we can discuss all the ways we support our Advisors.

  • Senior Transition Consultant at Elite Consulting Partners
    Jun 2024 - Mar 2026 · 1 yr 10 mos

  • Founder at BRAVAreal
    Jan 2022 - Jun 2024 · 2 yrs 6 mos

  • Vice President - Internal Recruiter at Steward Partners Global Advisory
    Sep 2020 - Jul 2021 · 11 mos

  • Advisor Choice Consultant at Raymond James Financial Inc.
    Nov 2014 - Sep 2020 · 5 yrs 11 mos

    I support recruiting efforts across all five channels for our firm. Feel free to reach out directly if you'd like to explore any of our affiliations. Traditional Employee (RJA) - For financial advisors who want the freedom to build their business in a branch office setting and enjoy the synergy and support of working with other financial professionals. Independent Employee( RJAS) - For financial advisors who want the independence, control, and economic benefits of controlling their business while Raymond James handles all major administrative tasks ie: HR, payroll, accounts payable, etc. Independent Contractor (RJFS) - For financial advisors who want to own and manage their business while enjoying the retirement, tax, and succession planning benefits of small business ownership. (We also have a new payout option for practices with > $100 Million in advisory assets.) RIA - Independent (IAD) - For registered investment advisors (RIAs) desiring a fee-only firm, work as a portfolio manager or consultant, and have complete independence. Raymond James provides exceptionally well-supported clearing and custodial services. Financial Institutions Division - Banking (FID) - For Advisors looking to partner with local and regional banks. At Raymond James platform we provide all the tools and resources of a Wirehouse, while offering the culture, economics, and control that can only be found on an independent platform.