Overview

I am a Regional Vice President with a large enterprise Hybrid RIA. I have over twenty years in the financial services industry including Insurance Agent, Mutual Fund Wholesaler institutional bond trader and Financial advisor. I am located in North Scottsdale and am interested in helping financial advisors with succession planning by purchasing practices using a systematic, proven, successful strategy of client transition and retention. If you are interested in a deeper conversation please contact me and I would be happy to treat you to a lunch to discuss this process and your expectations in further detail.

Market
Advisor/RIA
Last Activity
2 weeks

Business Data

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