Overview

I own my office in Naples Florida. I now maintain my satellite office in Tarrytown, NY. Naples is the place where I have been establishing and conducting business full time for the last 7 years and developing the practice. I have recently added several advisors to my team from competitors in the area and recently purchased a book of business from a retiring advisor. Iam seeking to grow by attracting advisors to my practice for the Naples, FL location by merger, or by acquisition.
Please contact me if you wish to join a team with full infrastructure - plug and play capability so all you have to focus on is serving your clients and acquiring more. For more specific information, contact me for affiliation options.


Last Activity
2 weeks

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