Overview

Serving clients in financial services has been my passion for the past 14 years. Currently I am pursuing my CFP designation and am looking for an RIA in the Indianapolis area to work at a firm where I can put my years of experience serving high net worth clients through financial planning. With many advisors looking for a viable succession plan I am exploring opportunities to partner with an existing advisor and/or work with an advisor who plans to retire in the near future and would like his/her clients to have continuity in the relationship with their financial advisor. I look forward to exploring possibilities with you and your firm. Please give me a call at(___-___-____ or email me ___ Thanks in advance.

Interested in partnering with advisor looking to retire and/or exit business to purchase book for client continuity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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