Overview

Experienced and "sort of" young tax and wealth adviser (age 39) exploring potential opportunities. Open minded and passionate about the business, I'm looking to build relationships with other like-minded advisors that are thinking about the future. Bottom line, my desire is to find an advisor looking for the right succession fit or looking to merge.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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