Overview

I am a wealth advisor based in Atlanta and focus on financial planning and investment management. I have been in the industry for over 18 years and have primarily worked with high-net worth clients. We use our insights and resources to help clients proactively plan and think strategically about their financial future. We bring efficiency, trust, and authenticity to each client relationship and pride ourselves on working hard for our clients so they can enjoy the wealth they are building.

I recently departed from Wells Fargo to start my own independent firm and have partnered with a National RIA in order to work with clients across the country. We offer a multi-custodian platform, my primary custodian right now is Raymond James and I am open to adding Fidelity, Charles Schwab, and LPL as a custody partner. My objective is to align myself with likeminded advisors retiring or interested in selling or merging with a client-first, planning centric firm.

I have already secured financing and am looking to acquire or merge with the right advisor or firm within the 2022 calendar year.

Market
Advisor/RIA
Member Level
Plus
Last Activity
this week
Listing Age
56 days old

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