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

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...