$16MM AUM | $150,000 GDC in
Port Washington, WI
I am a seasoned advisor in the Ozaukee County area looking to grow my practice via acquisition. Although I am a CFA and enjoy individual security research, I primarily use Raymond James 3rd party portfolio managers for most clients, but on occasion will set up either a mix of ETFs or individual stocks to create a diversified client portfolio based appetite and risk tolerance. My practice is in growth mode and I'm open to discussing options for purchase of practices from advisors looking to exit the business over the next few years with the intention to merge purchases into Raymond James.