Wish to purchase a "book of business" from an advisor nearing retirement or an advisor looking to exit the profession. I would prefer someone in Utah; however, that is not a requirement. I prefer clients with traditional stock, mutual fund/ETF, and bond portfolios. Have degrees in Finance, Accounting, and International Economics and I perform most financial services “In-House”. I'm a former OTC market-maker and derivatives trader with Morgan Stanley and equity analyst with Zacks Investments. Have 20 years of experience working in the brokerage industry.