$20MM AUM | $250,000 GDC in Cornelius, NC
Member is Interested In:
I am interested in growing my book of business by buying a practice, merging a practice or becoming a successor to help transition a practice. I have been an advisor for 6 years and currently the fastest growing advisor for Morgan Stanley in the Southeast. CFP candidate Fall 2016, and will pursue CFA in 2017 and have a strong entrepreneurial sprit.