I am new to the business - I transitioned from a career in politics roughly three years ago. I was hired by Merrill Lynch and was partnered on a team that included another trainee and a 25 year veteran of the firm. We learned to offer an extremely high level of client service will building portfolios utilizing a goals based wealth management process. After about a year and a half with the team, myself and the other trainee took a rising star deal to move to Morgan Stanley. Our practice is new and growing at a healthy rate. Our clients are mostly retirees, business owners, politicians and entertainment professionals with income dependent on royalty streams. We still use a robust goals-based approach and we manage all aspects of the clients needs from investment portfolios, to liabilities to estate planning needs. We work in some M and A opportunities as well. Being that we are newer to the industry, our client book is smaller than most. Therefore, we are eagerly in the market to purchase a book of business.