$165MM AUM | $1.5MM GDC in
White Plains, NY
Comprehensive, advice based, primarily fee based financial planning practice. I have been with Ameriprise Financial for 29 years, and in the business 32 years. I am looking for someone who needs a successor to transition to, or a smaller advisor looking to join a larger practice with a dynamic, energized, growing team. My objective is to make rain, and develop the Florida office we opened last year. My goal is to spend winters in Florida, and Summer in NYC. I need a qualified individual/firm to merge with, to run the day to day practice while I develop business in Florida.