$31MM AUM | $250,000 GDC in Woodsboro, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Woodsboro, MD, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
220
Avg Client Age
65
Overview

My practice is comprised of clients from Woodsboro Bank which is a community bank in Frederick County Maryland. My focus is on retirement income planning with a mix of wealth building and insurance. My practice also includes some non-profit organizations. I feel I can be the right fit for the practice noted in the email with my 25+ years of experience in the business and my goal to expand for beyond the bank clients which I now serve. Going forward managed money will be the focus of my investment recommendations.

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