Overview

I am looking to bring a retiring advisor over to my firm with the intention of passing the book of business over to me.

My firm will fully finance and incentivize retirement for your book of business once you move over.

I have been in production for 2 years. I have a BA in Economics. I work with an advisor with 35+ years of experience as well. Your clients would be left in really good hands.

I am a multi-faceted, efficient, and trustworthy professional. I blend academic training in economics with hands-on experience in investment management and sales to offer clients an excellent track record of articulating complex concepts to diverse audiences, balancing several priorities at once, and working successfully in a fast passed environment.

I work for a top 3 IB. Name will be disclosed over messenger.

** Serious Inquiries Only **

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