Overview

I started at Morgan Stanley and am currently with Mass Mutual (just started my own DBA/group). My business has always been geared towards 50 year old's and up. I have a mixed book between investments and insurance/annuities. Much heavier on the insurance/annuities side. Im looking to buy a book that is heavier on the investment side. I do 95% fee based for investments. A mix of passive and active management depending on client age. I'd like to stay with my current BD and buy a book form a producer that is willing to stay on for at least a year to personally introduce me to their current clients. I also may consider buying with another advisor.


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