Overview

I am looking to build my AUM and start to build more fee based strategies. I work with all types of investors, but I specialize in catering to woman's needs to develop financial intelligence, confidence, and financial goals aligned with their core values. It's not just about building wealth. It's about doing the things the client values in life. Money is just a tool that can help them do them.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...