Overview

I have a book of business that is part of a regional community bank with large market share in the Tacoma, WA area. Our bank covers the entire Northwest. We have a dedicated financial planning department. I primarily use managed money for my clients. I have a vast experience of financial planning and managing investments for high net worth individuals, small and mid market business owners as well as exit planning for small business owners. Our financial institution has over $2 billion in assets, 20 financial advisors, and generates over $8 million in gross revenue. We also have a large support staff that has vast experience for all type of clients. We are looking to grow our wealth management department. We'd love the opportunity to meet advisors that are near retirement and would like to help move over clients that our department at the financial institution and looking to retire right away or within a few years. We welcome all opportunities to communicate.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
617 days old

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