$37MM AUM | $350,000 GDC in Wilmington, NC
Member is Interested In:
I work closely with families to ensure that generational planning is done. This does not refer to "paper planning" only. I actually have multi generational relationships and accounts established. Ninety percent of my business is Advisory.
I am interested in helping Financial Advisors transition into retirement. I would be interested in locations within 2 hours of Wilmington NC, preferably along the coast.