Overview

Established Insurance and Financial Advisor Practice of 30+ years based in Southern Maine, with clients largely in six state New England Region, with a large cluster within 90 minutes of home base in Freeport, Maine. Relationships and clienteles build in the Portland/Westbrook area into Sebago Lake basin, Boothbay Region into the Mid-Coast and to original home town of Augusta. Other clusters in Metro Baltimore/DC area, along with South Florida, eight other states, Europe and Asia

I am entertaining opportunities to grow, looking to help a Senior Advisor develop a succession plan -- offering co-mentorship, ultimate care of clients to carry forward their best interest and promises of service made. Open to professional advisor with Fee-based or Commission-based model as we can operate in both. Object is to acquire a "book of business" through purchase and maintain integrity and service for clients.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...