Member Level
Last Activity
2 weeks
Charlotte, NC, US
Profile Type
Buyer | Find Successor | Continuity | Join A Practice
Business Type
Registered Investment Advisor

I am currently a Financial Advisor for a large discount brokerage firm in Colorado. I am interested in joining a practice that is either looking to grow and needs to bring on another professional or looking to find someone to eventually be apart of their succession plan.

My family and I have lived in Charlotte before and are looking to move back.

I have over 12 years of financial services experience and am fully licensed. With an extensive background in investment wholesaling; I am familiar with different types of practices and how advisors work with their clients. I am also familiar with the investment landscape and how the DOL is shaping the future of our fiduciary responsibility to our clients.

I am fully licensed with my CFP. I have strong communication and presentation skills as well as in depth financial planning experience. I will be able to make an immediate impact in your practice.

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