Overview

I hope to find older established advisors looking for a qualified succession partner. I've got my CFP, have 19 yrs of industry experience, the first 8 of which were genuine Wall Street experience in New York City. I picked up an MBA from NYU Stern School of business while in New York. Beyond any credential, I believe serving my customers each day via a high touch service model would be attractive from an older advisor looking to partner.

Market
Advisor/RIA
Last Activity
within 3 months

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