$80MM AUM | $470,000 GDC in Tucson, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Tucson, AZ, US
Fee 0% Commission 100%
$470,000
Gross Revenue
125
# of Accounts
62
Avg Client Age
Overview

Holistic Wealth Management: I assist families and individuals achieve their life goals through the delivery of comprehensive wealth services. Most of my 30-year career has been serving as Portfolio Manager for Bank Trust Departments overseeing the assets and liabilities of family trusts, retirement plans, and foundation/endowments in a fiduciary capacity. I utilize a holistic approach that incorporates: Financial Planning, Investment Management, Estate Planning Strategies, Tax Planning, Retirement Planning, Liability Management, Insurance, and Wealth Management. This is executed in close coordination with the client’s other professional advisors: Tax, and Legal.
I am looking to acquire a book of business from an advisor(s) who share my vision of Holistic Wealth Management with a fiduciary foundation.

Extended Profile Information

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