Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Berwyn , PA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$170,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
700
Avg Client Age
60
Overview

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.

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