$40MM AUM | $500,000 GDC in Akron, OH
Member is Interested In:
I am a 35 year old advisor with 13+ years with experience working on a team that manages over 100 million dollars in AUM. We are looking to buy practices or help a senior advisor retire out of the business in the next 5 years. We have multiple CFP's on the team currently and have a holistic approach to helping clients reach their goals and objectives.