Former business owner turned FA at large North American BD managing $24MM and ~250 households before moving to the UK for an opportunity for an international assignment for my wife. After being abroad for 3+ years and returning to Central Ohio, I am hoping to connect with an Independent RIA who is looking for a mid-career (I'm 41), forward-thinking professional to join/grow their practice, transition toward retirement and eventual ownership.
I currently hold an active Series 66 and OH insurance licenses (7 expired) with a clean U4. I have experience with Elder Law/Medicaid Trusts and all investment/insurance products. I am an eager prospector, with high moral standards and I enjoy building relationships anchored with mutual respect and trust.
I can be reached at ddcropp at outlook dot com or ___-___-____