Overview

The majority of my business is fee based with about $25 million aum. I specialize in retirees and clients about 10 years from retirement. I am licensed to do Annuity's and am focused on consolidating assets and building a long term financial plan for my clients.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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