15+ years in the investments business, 4+ of those as an advisor. CFA, CFP, MBA looking to buy a practice or join a retiring advisor as a successor. I use an educational approach to working with my clients, discovering their goals and uncovering their needs by building trust through displaying care, empathy, and knowledge. I want to grow my business through acquisition. For the right opportunity I would leave my current firm and join yours to facilitate the purchase, merger, or succession.