Overview

I am with a Hybrid RIA called the Pinnacle Financial Group based in Rockville Centre, NY conducting business on the LPL Financial platform. I also have a CRPC designation. My book of business is currently over 80% Fee based. I am currently looking to purchase a practice/book of business from an advisor that is looking to retire in the next one to two years. I have been a Wealth Manager for over 30 years in several different capacities including founding a Broker Dealer and growing it to 40Mil in annual revenue as well as creating my own book of business with Strategic Alliances with CPA firms. By using the Succession Link platform, it is my goal to quickly identify sellers that share the same vision, chemistry, business ethics and client experience process as myself so that both parties can decide to move forward with a potential negotiation. I have experience with practice acquisitions as well as financing in place.

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