Overview

Opportunity in Scottsdale, AZ - I have my own book. I’m 42 years old with 7 years of experience. I’m interested in finding a small practice that needs a successor. I envision a 6-24 month handoff where I get to know every one of your clients and instill confidence in their financial future. If you are looking for a charismatic advisor to take care of your people, then I could be your person.


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