$20MM AUM | $300,000 GDC in Tampa, FL
Member is Interested In:
We are a team of 4 advisors within Waddell & Reed's Tampa branch office although our clients live throughout the United States with particular concentration in Florida. We focus on financial planning, offering mutual funds, annuities and insurance solutions. We are looking to purchase books of business from advisors or RIA's interested in implementing a high level of service that includes redundancy in client service, multiple client meetings each year, dynamic financial planning and active financial advising to clients at all stages and in all aspects of their financial lives.