Overview

I am a Solo "Hybrid" Advisor operating as an Independent Contractor after 20+ years within large, industry leading corporations in various Relationship Management & Business Development roles.

I have been in business for myself for almost 3 years now and am interested in continuing to grow my practice in one of two ways:
1) Merging with a "Like-Minded" Advisor interested in Combining their practice with mine; OR
2) Acquiring a small firm whose Founder is looking for a Successor who is willing & able to offer their existing Clients the same White-Glove Level of Service to which they've become accustomed as well as Retaining those Team Members interested in staying with the practice.

Last Activity
6 months or more

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