Overview

I am an independent financial advisor in my 30's and have been in the business for about 15 years. I have purchased financial practices in the past and still looking for growth opportunities. I have a great team of 10 and have the ability to grow with all of the needed infrastructure in place. The majority of my practice consists of Advisory and would like to find a similar practice to purchase in the greater Tampa Bay. We also have an office in the New Port Richey/Trinity area and downtown St Petersburg.


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