Overview

Looking to help someone with succession who is two to five years from retirement. I am a CFA and CFP with a standardized investment process, and I work closely with one of the top estate planning firms in the Southeast. I can help you transition your business as you move into retirement. Please contact me with questions.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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