I am a highly experienced financial services professional with nearly 10 years in the industry seeking to take my drive, passion and well-rounded knowledge to either BUY a practice or JOIN an individual/team to help growth the book with the hopes to eventually become a successor.
I began my career as a young Advisor and eventually moved on into Wholesaling for several top tier Asset Managers. Currently, I travel the country to meet with Advisors and manage relationships with large Broker-Dealers. My desire remains to be on the Advisory side of our business helping people to achieve their financial goals. I believe that after many years of experience on both sides of this industry, I will bring a differentiated perspective to any individual or team who is looking for a successor or to grow their AUM and improve upon overall business strategy.
I have a clean U-4 and I'm fully licensed 7, 66 and insurance.
Please connect with me to discuss further.