Overview

I run an RIA with a hybrid option for BD business. I recently transitioned my book from Morgan Stanley and have a CFP on staff. I have spent 17 years in the industry. I was a Senior Vice President and Senior Portfolio Manager at Merrill Lynch and Morgan Stanley. I custody client assets through Raymond James. I presently work with mostly mass affluent clients with some high net worth. I focus on planning and portfolio management. Clients have enjoyed access to alternative investments and lending resources. I hope to be able to meet other advisors interested in succession planning. I have available resources to finance deals.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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