Overview

I am a wealth management professional looking to combine my practice with another individual or group. My business model utilizes planning and an asset allocation as a foundation to building long-term relationships with clients. I have worked in various roles in the financial services industry since 1995 and moved to the sales/FA side in 2013. I am interested in working in a collaborative team environment where I will be able to continue to serve my existing clients and develop new relationships.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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