Overview

Over my 30 tenure with Morgan Stanley, we have developed a financial planning practice which uses predominantly a fee based discretionary management platform. Our group includes a CIMA certification as well as 3 CFPs. We would be very interested in an advisor who may be looking for an exit strategy for their practice and are extremely sensitive to the goal of continuing the level of service and care for all of our clients.

Market
Advisor/RIA
Last Activity
6 months or more

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