Overview

My company is an RIA based in New York and I work in Rhode Island.

My book is a mix of Retirement Plans (401(k), Cash Balance, Simple), and Individuals.

I have been employed in the Retirement Industry for 20+ years, my book of business was built from scratch, and 70% of the relationships have been with me for 3+ years.

The practice has been built, maintained, and will endure into the future because of my strong work ethic, always do the right thing mentality, and ability to implement the right solution for every client.

I'm looking to grow my practice and if Succession Link is able to connect me with an appropriate opportunity, then that would be great.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...