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Financial Advisor   

$35MM AUM | $330,000 GDC in Mansfield, MA

Member Level
Premier
Last Activity
this week

Business Mix:

32% Comm
68% Fee

General

Location
Mansfield, MA, US
12 Month Gross Revenue
$330,000
Number of Accounts
400
Avg Client Age
50

Overview

I am looking to grow my practice through acquisition. I have 12 years of experience, I am a CFP and primarily focus on comprehensive planning and advisory based asset management. As a younger advisor, I am willing and capable of growing with clients, seeing them through to their goals and welcoming the next generation of clients.

 
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