Overview

My interest is in the succession of a fee based investment advisory firm. I have had a 23 year career in wealth management spanning the RIA, Wirehouse and Private Bank models. I believe in delivering fee based, holistic advice grounded in a financial planning. I have been a manager, business leader, coach to advisors, and led teams of advisors. I do not currently have of business providing financial advice to individuals. I am open to different firm sizes and locations.

Currently I am the Founder and Managing Partner of Wealth Frameworks LLC., - a boutique consulting firm specializing in Strategy, Growth, and Digital Transformation for the Wealth Management Industry: FinTech firms and RIAs.

All conversation are welcome.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...