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.