Overview

Focus on estate and financial planning as an attorney (practicing in trusts and estates, business succession planning and asset preservation planning) and a financial advisor currently affiliated with HD Vest Investment Services (with National Financial Services as custodian). I would like to expand my practice in financial planning with an emphasis on holistic and goals based planning. I am looking for opportunities to either purchase an existing business (if the fit is right) or to potentially form an alliance (or some other arrangement) with an existing practice that has a need for a financial professional who can add estate planning into their service offerings. I am especially interested in meeting local practitioners who are thinking about their own succession planning and want to meet/work with someone that can eventually buy their practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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