Overview

Looking for opportunities to buy businesses or offer competitive succession plans for retiring advisors. With the assistance of my firm's Advisor Transitional Program, I will provide a professional level of service to you and your clients. In addition, I will be dedicated in making your clients feel confident before, during and after the transition. My practice is a holistic Wealth Management Practice that is client focused. I establish and maintain an open dialogue with all of my clients, with a relentless focus on their needs, goals and a dedication to personal services.

Last Activity
6 months or more

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