Overview

Looking to expand in TN. I have hired another full time advisor and have 2 full time staff. Have acquired 1 full and 2 partial businesses in the past successfully. Independent CFP with B/D Commonwealth Financial Network. Holistic financial planning and wealth management is my primary focus. Client service, staff, and efficiency keep retention extremely high. Very flexible on terms - will consider full, partial, or succession plan.

Transitions are easy with my firm, and client satisfaction and retention is our priority

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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