Overview

I am looking for a succession planning opportunity with an advisor and an existing book of business. I have roughly 8 years of advisory and planning experience and am currently working toward my CFP designation. I have a holistic advisory background, focusing on life insurance, annuities, and 401k planning with individuals and small businesses earlier in my career. More recently, I have focused more directly on financial planning with clients that are nearing and in retirement, focusing on cash flow and estate planning strategies, while at the same time coordinating risk across qualified and non-qualified assets.

My current office is in Andover, and I live on the North Shore. I am looking to take the next step in my career, working with a senior advisor in building trust to transition a current book while continuing to expand the business.


Last Activity
6 months or more

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