Overview

My partner and I have a team at Morgan Stanley with approximately 170 million in assets. I have my CFP designation and we are primarily a managed/fee based practice. We also incorporate life, ltc insurance, and other types of insurance. We have both been in the business for over 16 years and are looking to expand our practice.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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