Overview

I am the VP and Market Manager of the Community Markets group for a wealth management firm with offices in Birmingham, Anniston, Gadsden, Tuscaloosa, Montgomery, Dothan, Mobile, Fairhope, Panama City, Destin, Fort Walton, and Pensacola Florida. We are seeking to grow the program through organic and inorganic growth. We have customizable transition and succession packages for advisors looking to merge, sell, or have a formal succession plan.

Market
Advisor/RIA
Last Activity
within 6 months

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