Overview

I am a Financial Advisor looking to purchase a book of business or work with an advisor who is looking for a succession plan. I spent most of my career as a business owner/ operator in the restaurant industry and recently made the move into financials. I've helped manage $120,000,000 in assets with around 230 households for the past three years, all focused on fee based planning relationships. I come from a people first philosophy and have exceptional people skills, I currently hold my series 7, series 66 and life/ health and annuity licenses. I also received a designation of an Accredited Asset Management Specialist (AAMS) and am currently taking classes to obtain my CFP with Dalton Education.

Market
Advisor/RIA
Member Level
Plus
Last Activity
today
Listing Age
42 days old

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