$15MM AUM | $175,000 Rev in
Solo-Advisor, I own and operate an RIA in the Greater Riverview Area in between Tampa and Lakeland, FL.
I have been in the industry over 17 years and plan on doing this until the day I die, I truly enjoy our craft. My book is currently 80% AUM Clients and 20% Fee-Only Planning Clients, ages vary. I construct and manage both the Financial Plans and Investment Portfolios of all my clients and enjoy giving them a truly unique experience.
I am here to find an Advisor who has a strong relationship with their clients and looking to sell part or all of their book because they are ready to move on to whatever they have planned next. The selling Advisor must be willing to play an active role in the introduction and transition of clients. I am open to all conversations so please don’t hesitate to reach out, thank you.