$27MM AUM | $125,000 GDC in Roswell, GA

Member Level
Last Activity
2 weeks
Roswell, GA, US
Listing Type
Merge | Join A Practice
Fee 0% Commission 100%
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# of Accounts
Avg Client Age

Have focused on the pre-retiree/retiree market for quite a few years now. Do have some great younger professional clients who have high incomes and high net worth. Have been in practice for over 25 years, fully-licensed and a CFP.
Over the past several years, have focused on raising my family but they are older now so am ready to grow and expand.
Looking to align with an advisor/practice who have good processes in place with a strong business model and marketing plan so that combined with years of experience, knowledge, and relationships with clients can grow to higher and higher levels. Primary practice has been in the Atlanta area, but also have numerous clients in Florida and looking to expand there as well. Not necessarily looking to merge offices/locations as I wish to remain in the Roswell area, but am looking to merge/join a practice.

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