Overview

I am a 23 year veteran of the Financial Services industry having been a Private Client Financial Advisor, Trust Department Portfolio Manager and Institutional Asset Management Business Development Executive specializing in Retirement Plans, Endowments and Foundations and Corporate Liquidity. I am fully licensed (Series 7/66) and I'm interested in buying an existing book of business from someone looking to transition out of the business or retire with no succession plan. I would prefer to be based in Anne Arundel County but have flexility for the right opportunity. I have an unblemished FINRA record and have a very high degree of integrity and believe in putting client's needs first. My goal is to own my own business and grow an advisory practice to pass to the next generation. Please message me if you are interested in discussing your succession plan further, thank you.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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