$17MM AUM | $140,000 GDC in Prescott, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Prescott, AZ, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$17,000,000.00
Gross Revenue
$140,000.00
# of Accounts
125
Avg Client Age
55
Overview

Registered investments advisor and personal financial planner. Specialty practices in retirement and women. MBA Finance. Cross trained in mediation. Certified Financial Planner and Certified Divorce Financial Analyst. In prior career managed global teams for high tech companies, in US and abroad. Frequent speaker, published author, former television host, Women On Money.

Looking for opportunities in Prescott, Sedons, or neighboring towns.

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