Overview

I managed a $65 million book of business at a large financial institution, but took some time off after 2 "take-over" bank robberies. The opportunity arose for me to start over at a highly respected Independent Broker Dealer, which I have been with for over 5 years. I have grown my business over the past few years, but have the capacity for further growth. With over 20 years experience as a licensed Financial Advisor, your clients would be in good hands. I truly care about my clients, and put their needs above all else. My goal is to work another 20 years.

Market
Advisor/RIA
Last Activity
today

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