Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Southborough, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$600,000.00
# of Accounts
350
Avg Client Age
50
Overview

I am a CFP, CLU, ChFC, CASL, RICP Wealth Management Advisor at Northwestern Mutual since 1999. My practice is comprised of insurance, investments, as well as with fee based financial planning.

Most of the new clients that I am attracting are somewhere between 10 years before they retire to 5 years after they have retired. We help our clients with how to most efficiently position themselves for retirement income distribution planning.

We are in expansion mode and are looking to significantly increase our fee based AUM.

We feel like we are very well positioned to take on and to serve a lot of new clients with some of the strategic moves that we have made recently.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...