Overview

*Take some of the details with a grain of salt; the tool had a mind of its own. ;-)

I am a transplant from Boston and have maintained a home in up-state NY for the last 25 years but live in South Florida. I have triangulated between the three.

I’m open to opportunities in these 3 markets given my connections. My skills are more leadership, marketing, management and strategic planning. Operations will be handled by way of a tenured assistant. I’m looking for an opportunity where someone would be willing to help me transition the book and the relationships and then transition however it works for you over two or three years. More immediate sales are ok too.

I am finally at a firm where I’m comfortable that I will build my career until my own retirement. I have previously worked on other teams; one a Barron’s Top 10 Advisor with $1B+ in AUM. Given that, I saw many complex family and business environments. I handled all the marketing with a $350K budget and was the point person for about 75 wholesalers. I built a curriculum of compelling subject matter which peeked at 66 seminars raising $80MM in AUM.

I have earned the following licenses and designations:
7, 24, 63,66,79, FL-215, and AAMS, AIF, CLTC, RICP.

I would appreciate your consideration as I seek to build my team with your help. I have spent the last 12 years as a single Dad raising my son in the Boy Scout program. He has earned the rank of Eagle and participated in many leadership programs therein. I would be very grateful to work with someone who has had a great career and understands and appreciates the opportunities of mentor ship. I’m an excellent student and hard worker. I volunteer like crazy in my community and want to help as many people as I can protect their assets, their families and their futures.
I look forward to speaking with you. Kindest Regards.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
750 days old

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