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

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