Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Winter Park, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$600,000.00
# of Accounts
120
Avg Client Age
70
Overview

I am a Private Financial Advisor with Suntrust Private Wealth. Looking for an opportunity to grow my practice and adding value to clients by introducing them to Suntrust's Private Wealth platform. I bring 32 years of diverse industry experience in the life and health insurance arena, qualified plans, and personal financial, investment, retirement, and estate planning.

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