Overview

*Please do not contact me outside of this platform*

My business is comprised of young professional couples and working women, with only a dozen households currently taking RMDs. The average age of 49 means that the majority of my clients are currently putting money INTO their accounts on a monthly basis. The majority of clients also purchase insurance through me and expect comprehensive financial planning. I am hoping to find a partner or successor in the Philadelphia area to take over my practice in about 5 years. Young or middle-aged advisors working at fiduciary firms are heavily favored. I am currently with Ameriprise Financial and I do not have any desire to switch BDs. I will entertain offers from advisors outside of Ameriprise who are interested in making the switch. I prefer a buyer already within Ameriprise's network.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...