Overview

I have 27 years of experience with independent financial advisory firms, wirehouse, bank brokerage and insurance , I believe my background is uniquely qualified to meet advisors who are looking to transition their books of business over to a qualified successor and know their clients will be well taken care of. My goal has also been to become a life coach and to seek out others with the same values and beliefs.

___
___

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...