Overview

I am an entrepreneur with extensive experience in the wealth management space and looking for a strategic acquisition or partnership . This could be a great opportunity for an advisor with a financial planning/wealth management background and focus who is looking to partner with me to build a fast-growing dynamic firm or for an experienced advisor as part of a succession plan.

I am highly selective and only looking for individuals/practices that have the right mindset and fit. Please message me to have a conversation.

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Business Data

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