Overview

My name is Jeni Tryon. I am looking to grow through acquisition in the very near future, 12 months or less. I have a seasoned service team. I am also a CFP, CDFA, 20 years in the business. Worked as a broker at Salomon Smith Barney for 5 years before moving to LPL since 2002.

I now utilize eMoney extensively and focus on comprehensive management. Aside from credentials, I believe one of my strengths is building meaningful, long relationships with my clients and their families. They aren't a number to me or my staff. I am 43 so I still have a long career ahead of me as well. My website is ___ I would really like to speak with you if you are serious about selling and finding a trusted advisor for your relationships.

Sincerely, Jeni

Market
Advisor/RIA
Last Activity
within 2 months

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