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.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...