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!

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
739 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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