Overview

In the planning stage of building a practice. I would like to connect with an advisor looking to sell in the near future and form a succession plan.

Open to joining a firm and transitioning, or outright purchase.

With over 10 years of finacial services experience and many more to come I believe I have the right mix of experience and working years remaining in my career to fit perfectly into an advisors continuity plan. If you or anyone you know is looking for an exit strategy, I would love the opportunity to discuss.

I want nothing more than to help clients achieve their goals and objectives and would work tirelessly to maintain the same level of service and care they are accustomed to.

Fully licensed, CFA charterholder.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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