Overview

Salt Lake area client base (10MM AUM) and established client relationships. Independent Agent 25+ years, interested in merger affiliation and succession planning up to 5-year horizon. Ideal merger affiliation needs to include local office (ideal if SLC, Utah), but open to other office opportunities as well, client-friendly support, willingness to include service at client home or office, willingness to service clients under 100k values, willingness to service orphan client contracts, willingness to enhance current long-term client relationships. If you have career time of 10+ years with career expansion goals, please provide your personal contact info (name, firm, email, and phone). Look forward to hearing from you!

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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