Overview

I have over 20 years experience as a wealth manager an extensive knowledge in insurance and financial services.
I'm looking to partner or acquire an established independent firm and keep their existing staff. If you are looking at transitioning into retirement please call me. I'm also interested in partnering on insurance sales and acting as the advanced markets expert for your firm in the event you want to grow that part of the business.

Market
Advisor/RIA
Last Activity
today

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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