Overview

I am a 15 year veteran of the business. I am looking to expand my existing book of business through purchasing books of business from Advisors wishing to downsize or retire. I would love to discuss your ideal plan for your exit strategy. Whether it be working less, working together for several years to ensure an easy transition or leaving within a few months. I am happy to collaborate with you to find the best fit for you and your clients. My primary business is located in Wilmington, NC and I have a second location on the Crystal Coast. I am interested in practices within 3-4 hours of Wilmington, including the Crystal Coast area. I am series 6,63,65,7 licensed as well as Life, LTC, disability and VA business.

I work very closely with families to ensure every aspect of their financial needs are met. I manage assets to meet client expectations, review retirement plans through employers, review insurance needs and advise as appropriate, facilitate mortgage reviews, and assist with transitioning into retirement through proper planning and income needs analysis. I work diligently with clients to instill financial success instead of financial failure.

I also work with these families to ensure generational planning is done. Leaving a financial legacy is very important to me and my clients. I have multi generational relationships and accounts established with these families.

Ninety percent of my business is Advisory. The rest of my business is commission based. The commission comes from mutual funds, ETF's, annuities and insurance (Life, LTC and disability).

Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...