Overview

Central NC-based female CFP with nearly 20 years experience, 15 as an independent fiduciary, seeking to purchase $15million-to-$30million fee-based or fee-only practice with 30-60 households. Enjoy working with nice people who are late-career and young'ish retirees (singles and couples A52-75), as well as women of all ages who are or are becoming responsible for their own financial well-being (single, divorced, widowed, primary breadwinner, etc.). Utmost respect for each client's intelligence, time, and circumstances is the foundation of my business, as well as ongoing financial planning and truly customized portfolio management. Licensed in 8 states and willing to extend as necessary.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,410 days old

Business Data

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