Overview

I've been in the business for 23 years. My clients are like my family. My clients work with me because they trust me and feel comfortable with me. It's not uncommon for my clients to hug me after we review their accounts. Looking to meet an advisor that wants to retire and find a comfortable, safe place for their practice.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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