Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
501 days old
General
Location
West Chester, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

I was restructured from my position of 11+ years as a District Director for a Money Management and Trust Company. I have done some longer term planning for myself and my family and I decided to set up my own RIA. The flexibility for a work life balance is extremely important to me. The ability to be home with my family and watch the children grow up is my focus now. I provide planning services to High Net Worth Clients. I have in my previous career consulted with Advisers to help them build their practice. I am focused on growing and managing a well rounded planning practice.. I have been working with retail clients one way or another for 28 years and I am looking for another 20+ years. The ideal practice would be a group or individual looking for a successor or someone to take over their practice. The practice should be focused on Financial Planning with customized portfolios. If you are looking for a "Can Do" person to step in and provide excellent client service and the energy and drive to help grow a practice. I would appreciate the opportunity to "Earn Your Trust".

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