Overview

I am interested in acquiring practices that have similar structure and values that I currently represent. I look to build solid relationships and have a practice that puts the client first and where complete planning is the focus. At our firm we do tax planning, estate planning as well as investments so the client has a complete plan in place. Being a younger individual with over 10 years experience, I feel I have the knowledge and energy to help continue the legacy of any Advisor who is selling their practice and has devoted their heart and soul into building their relationships with their clients. We take a team approach at My firm so I have 2 other Advisors on my team to help service clients and make sure communication is always first priority.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...