Overview

I am a Financial Planner currently affiliated with Cetera Investors. I am reaching out to express my interest in merging my small book of business with a larger firm.

At present, I manage a book of business valued at approximately 7.7 million. I am eager to explore opportunities to leverage this portfolio within a larger organization to enhance growth and client service capabilities.

I would greatly appreciate the opportunity to discuss potential collaboration or merger possibilities with your firm. Please let me know if you would be interested in exploring this further, and I am available at your earliest convenience to discuss in more detail.

Thank you for considering my proposal, and I look forward to hearing from you soon.

Last Activity
2 weeks

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