Overview

Looking to potentially merge with a high quality firm or serve as a successor/partner to another advisor. I formed my own RIA about 10 years ago, custody at Schwab and use Orion for trading and portfolio management. Strong client communication skills, quarterly letter to clients, and high "active share" investments have kept my client base very steady. I'm well versed in Solo Defined Benefit and Cash Balance pension plans for business owners, served on various charity boards/endowments and served as board member to one of the largest defined contribution 457 plans in the nation, so very well versed in IRA rollover business also. I'd like to connect with other local firms in the Brentwood/Franklin Tennessee (and surrounding) area to see if there may be some synergies.

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RIA
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this month

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