Overview

Younger advisor with 16 years of experience looking for someone to merge with and buy out over a period of time. I'm willing to relocate or travel between offices. I typically offer fee based program with a money manager and Retirement & Financial Planning as well but find it hard to turn clients away. On my team I have to other seasoned advisors with many years of experience and 2 support staff that are studying to become advisors hopefully within the next 12 months. I plan to add staff to my team as we continue to grow. I have purchased books of businesses from 4 different advisors looking to retire at some point, or didn't want to be an owner, eliminating the stress that being a business owner can bring but wanted the opportunity to still work with their clients for a period of time. Each seller created their own terms so I have open architecture with each buy/sell contract and am willing to be flexible.

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