Overview

Certified Financial Planner with six years of experience working with an experienced independent firm in Des Peres, MO. We provide comprehensive financial plans and investment advisory services to our clients, as well as life, health, disability, and long-term care insurance. I'm searching for an advisor exiting the business who would like to sell their book of business through either a succession plan or direct sale.

Please reach out if you're interested in discussing further.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...