Overview

I'm a senior advisor and have been in the financial industry for over 24 years while building a reputation of hard work, trustworthiness and loyalty. I'm currently looking to slowly expand by purchasing strong practices from retiring or near retiring advisors.

Together with my team of 3 associates and 2 assistants, we specialize in working with business owners, professionals and retirees at a high level, offering a comprehensive financial planning approach. We have been recognized as a top practice within the company, winning awards such as President’s Club & President’s Elite year after year.

Your book of business can be of any mix and I am open to all possibilities. It would be expected that a minimum 2 year transition plan be involved with any purchase. During that time, you would be responsible for introducing us to your clients while continuing to service them.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...