Overview

Thank you for taking the time to view my listing. I'm an advisor and part of a three-person team that has been in the advisory business for 25 years. I have an AAMS and AWMA designation. I'm looking to buy or merge with a book of business within the year 2021-2022. We are interested in a book anywhere from 50MM -100MM AUM. I'm open to any practice in the middle Tennessee area. We also have a nice size, fully furnished office in Murfreesboro, TN.

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