Overview

I’m part of a process driven team looking for opportunities to expand across select locations in Georgia, Alabama, Florida & Tennessee . We are also open to merge conversations with the right person as an ongoing team member or as the eventual successor for someone looking to retire. We run mostly SMAs, discretionary managed mutual fund and ETF portfolios. Culturally, would be looking for someone who shares the same philosophy.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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