$108MM AUM | $480,000 GDC in Orlando, FL

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Orlando, FL, US
Fee 0% Commission 100%
Gross Revenue
$480,000.00
# of Accounts
150
Avg Client Age
57
Overview

I run a planning based business. My mission is to thoroughly understand my clients' financial needs and then align all available resources to help them reach their aspirations. I help evaluate near-term concerns and plan for long-term goals. I'm a sounding board for all of their financial matters, assisting them in developing and executing a strategy that is precisely their own and helps meet their needs.

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