I am a CFP and our team employs a CIMA and a CPA. I personally have been in practice since 1996 and my partners have been in practice for over 20 years and 10 years.
I was previously an accountant with Coopers and Lybrand and was with Morgan Stanley for the first 18 years of my career and Wells Fargo Advisors for the past 2-1/2 years. Our team is looking to expand but only for the right fit with like-minded professionals.
My goal is to either acquire a practice or merge a practice with the right advisor and/or team. We look forward to speaking with you.