Overview

My practice is a full-service Private Wealth Advisory practice that specializes in helping pharmaceutical executives and their families with multi-generational wealth planning. I sold a practice a few years back, and I'm in the process in building a new practice that's focused on a specific clientele. I am also planning a move to the Charlotte, NC area in a 2-3 years and think acquiring a practice could accelerate practice growth.

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Advisor/RIA
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this month

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