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.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred