Overview

Im currently a managing supervisor for an bank brokerage channel supervising and directing a team of 20 advisors with about $400mm in investment AUM and 2bb in total AUM. I am more comfortable and tend to be the only one on the team that is capable of winning UHNW deals and have been a nationally recognized producer for the back. Im selling a hnw/uhnw outside that is looking for someone to be their succession plan and in no rush. I should also consider buying a practice or merging.

Market
Advisor/RIA
Last Activity
within 2 months

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