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SL advisors Listing
Financial Advisor   

Listing in Philadelphia, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Philadelphia, PA, US

Overview

I have spent the past 18 years in the wealth management business - the first 10 as a private wealth advisor at Goldman Sachs and the past 8 in senior management (Head of National Sales, etc) at Lehman Brothers/Barclays. I chose not to transition to Stifel post sale of Barclays wealth business. I am looking at succession/sale opportunities,

 
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