Overview

after being on the institutional side of the business for 10 years I changed careers and joined MS where I've been an advisor for 5 years. I am currently in hyper growth mode and aggressively looking for acquisitions. My book consists of managed money, AI, annuities, financial planning and estate planning. Additionally, some of my business is generated from transactional banking deals...capital raises, sales of companies and strategic buyouts.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Insurance Business

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Resources
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