Overview

I'm seeking an experienced and established advisor with shared values to join practices in an ensemble format. I'm a seasoned solo practitioner with a comprehensive wealth management practice. I seek a like-minded professional(s) to combine for growth, continuity, and succession.

An ideal candidate:

• Values relationships, integrity, transparency, and professionalism.

• Is accredited (preferably CFP®) with at least ten years of client advisory experience.

• Has a book of mass affluent and affluent clients with at least $40 million AUM

• Is looking to make a move. I have ample high-quality office space. I'm satisfied with my present affiliation but open-minded.

• Is mid-career as I'm in the later innings of my career.

If you are an interested IDEAL candidate, let's connect. Otherwise, please, let's not waste each other's time!

Last Activity
today
Listing Age
1,387 days old

Business Data

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