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.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...