$230MM AUM | $1.4MM GDC in Portland, CT
Member is Interested In:
My firm is a private wealth advisory practice of Ameriprise Financial. I have a team made up of 5 support staff and 4 associate advisors. I am looking for a situation where the individual is looking for some one to be part of their succession plan and I am looking for some who if the fit is right be part of my succession plan.