$22MM AUM | $235,000 GDC in
I'm an experienced advisor of 10 years holding my Series 7, 66, 9, 10. I'm looking for individuals who may be selling all of a portion of their assets as they are retiring or the assets are no longer a fit for their business. I am a fee based advisor however I offer the commission based account should a client prefer that. I take my clients and business very seriously and the trust that is placed in me and other advisors is not taken for granted. If you are looking for an individual to help take care of your clients for the remainder of their lives, that is me. I'm 37 y.o. and have a clean U4. My office is extremely professional and quiet. Consistent communication with clients is a pillar of my business, often 12+ communications a year with each household. Longtime relationships with Estate Planners and a trusted Independent Insurance producer that helps with UHNW clients has added the value to my own relationships and can add to the ones that you may be looking to transition. If you're only seeking OSJ services, I can provide those as well.