Overview

I am simply looking for an avenue to not only grow my practice but find an excellent match with an existing advisor or team that is looking for a junior partner or a succession candidate.

I enjoy working with clients to not only manage their investments but manage their risk and take advantage of opportunities within their estate planning.

One example I like to use is a client that we created investment income to buy a life insurance policy that would benefit the children for estate liquidity. Finding that unique perspective for a client is always rewarding.

My practice is mainly (80%) reoccurring revenue through c shares or advisory accounts. The remaining revenue (20%) consists of A shares, and some various annuities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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