$60MM AUM | $412,000 GDC in
I am running a practice within the SunTrust Investment Services Model. I moved away 11 years ago to get away from my natural market and prove that I could do this without friends and family. With 10 years of experience I am ready to come back to the Roanoke area and set up shop, however it would be difficult for me to give up my current clients. I am looking to bring my top 100 clients, and joint a practice in Roanoke as a part of some one's succession plan.