Overview

I'm an investment advisor who recently left the bank channel after 21 years with one firm. I'm now an independent advisor, and at this stage of my career, I'm ready and eager to grow my business for the long run. I'm in my mid-forties and am confident that I can look after a retiring advisor's clients thoughtfully and for the long-term.


Last Activity
this month
Listing Updated
March 15, 2024

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