$30MM AUM | $300,000 GDC in
West Palm Beach, FL
Looking for a like minded advisor to partner or merge my practice with, preferably female, who is between 35 and 50 and do a succession plan and eventually sell my practice to this person or team. I prefer to stay at LPL Financial. Also, no Trump or MAGA supporters. Am a VG financial advisor (am 61), a CFP with 30 years of experience. Looking to work another 5 years full time and 1-2 years part time. I specialize in corporate execs and pre-retired and retirees. Expertise in financial planning (can do a plan in 30 min), investments with downside protection (structured notes and annuities w/buffers or stop loss provisions), insurance (hybrid LI, LTC and 2nd to die). I generally spend winters in West Palm Beach and summers in the Northeast.