Overview

I am a Financial Advisor that has been in the business since 2007. I am looking to acquire a book of business that is approximately 70 miles or less from the city of Wilmington, NC

I do very little transactional business. Nearly all of my business is some form of "Fee Based"
or trail based compensationn. I am a firm beliiever in taking care of my customers and trying to limit the number of conflicts of interest that can arise.

I do a little life insurance and annutities. 90%+ of what I typically do is managed money for my customers. I have my own management style that is a data driven process that has added value to our customers accounts.

I would like to help your clients continue and enhance the great service that you have given to your customers.


Last Activity
within 6 months
Listing Updated
Dec. 21, 2023

Business Data

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