Overview

Seeking an opportunity to purchase an establish wealth management practice in the greater Savannah/Hilton Head area. I am interested in books of $25M-$200M. My current team's value proposition is grounded in planning and behavior management. We value trust, community, and family.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...