My wife and I are both in the business and are looking to relocate back to Ohio to raise our children where we grew up.
We have worked with an affluent/high net worth client base while in SW Florida and are extremely experienced with the complexities of that market.
We are transferring our client base here and will basically be rebuilding.
We would like to join a wealth management firm looking for continuity and succession.
CFP(r), CTFA, and fully licensed.