Overview

A young advisor in the Syracuse area. Began career primarily in insurance and was successful and looking to work with experienced advisors to assist in building their practice and mine, while learning everything I can from them. Have about 1 year currently of experience in asset management and about 2 years in insurance. Looking to join a practice or help with succession planning. I can benefit your practice by bringing a hard work ethic and customer focused attitude, All with a willing attitude and desire to be at my best. Open to conversations about all possibilities.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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