$28MM AUM | $150,000 GDC in
Mt. Pleasant, SC
I am a consultative financial planner and investment advisor. I just turned 50 and have 25 years of experience. I have established processes that help clients to simplify and clarify their financial lives by taking as little financial risk as possible to achieve their life goals.
I would like to find advisors in South Carolina who are nearing retirement or who would like to exit the business. I am open to other opportunities and ideas.