$40MM AUM | $400,000 GDC in
I am interested in a merger, but open to buy/sell. I am NOT ready to leave the business so looking for some growth and retirement in 10 - 13 years. I manage accounts with individual stocks. Would really like other advisor(s) to talk/gameplan investment strategy with. Received your email about a practice in Cincinnati Oh that is looking to merge. We use the same B/D - Sterne Agee but I'm not sure if i know who it is. From info on the site we have veru different practices, but there may be room to enjoy some synergies.