$35MM AUM in
I'm a SEC RIA in Rochester, NY and I'm looking to build a relationship with an advisor or a team that is looking to slow down or retire. I have 17 years financial experience in investments, bonds management, taxes and charitable trusts.
Bachelors and Masters degree in Finance. Series 7 and 66. Life license. Retirement Planning Specialist Certification.
I'm open to having multiple offices in different cities or States. Please reach out.