Overview

Open to acquiring a book of business for the right fit. 20 years experience. I've worked inside the large wirehouses, built a wealth management practice inside of a Top 20 CPA firm. Now run an independent shop. Expert in financial and tax planning, working with the complexities of high net worth families, and building portfolios around client needs. I am 100% fee based.

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Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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