$40MM AUM | $250,000 GDC in
Salt Lake City, UT
I am mostly a fee based with a focus on financial planning, business planning, and comprehensive wealth management. I'm based in Utah w/ primary client pockets in UT, CA, TX, NY/CT, FL. I am interested in partnering w/ an advisor/team or join with an advisor retiring in two to three years. I am willing to relocate. I would prefer to remain w/ Morgan Stanley but will consider other firms.