I have been part of the Financial Services Industry for 25 years. I have experience in institutional wholesaling, executive sales management, and retail planning. Our firm is represented by 4 partners and several financial advisors. We act as a regional office for Cetera Financial Specialists and support approximately 120 FAs many of whom are accounting professionals. Inside the regional office we have $250M+ of assets under management. We are comprehensive planners delivering expertise in asset management, retirement plans, group benefits, life insurance, disability protection, etc. Our internal team has 20 members including 4 para planners, an Operations Manager, and CSAs. We are looking to partner with other advisors and/or transition practices into our existing business model. Our team is positioned well to transition client relationships and we are well capitalized to execute a transaction.