Overview

My name is Tom Shortreed, I am a financial advisor with Ameriprise Financial. I currently have offices in Cortland and Canton, Ohio and always looking to expand. We have a robust team, great technology and solid processes and systems to serve clients and grow. I am interested in discussing a potential relationship. I am looking to partner with advisor(s) where they could brand under our broker dealer and our team. We have a robust team to serve clients and grow. I am interested in discussing a potential relationship to have like minded individuals/teams merge into our practice or to structure an acquisition plan that would make sense for you and your clients. We do comprehensive advice and wealth mgmt. It might make sense for us to have a discovery meeting to see if working together could create synergy and growth.

Market
Advisor/RIA
Last Activity
6 months or more

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