Overview

I am in the process of building my book of business and I have had success with the accounts that other brokers didn't want based on their size. I establish relationships with these clients and their families. By staying up to date with the technological advances Morgan Stanley's platform implements, and being a good listener, my team is able to produce investment strategies that are aligned with the clients goals. I have a passion for this industry and a thirst for helping retirees and executives organize their finances and protect their family's wealth. I'm not the greatest prospector, which is the reason I am interested in working with an advisor who is looking to get out of the business but, still wants a genuine person who is great at building portfolios and takes the responsibility of caring for their clients very seriously. This will be a win win for both the seller and myself and I can be of great value for those who are interested in working with an enthusiastic, some what young new advisor. I hope to hear from someone ___ a great day!

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,503 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...