Overview

I am looking to become part of an exiting advisor’s succession plan through the acquisition of their practice. The ideal situation would be to have the exiting advisor be paid twice. Once for their transfer to my firm; and then again as part of a multiple year buyout strategy.
My focus is to help individuals and families define their priorities and guide them toward their objectives with a comprehensive strategy tailored to their needs.

I believe in the importance of creating a personalized financial solution. My process begins with understanding who you are and what is important to you. Far more than a simple Q&A, my process begins with truly getting to know you – your values, hopes and concerns.

Our relationship will begin with a conversation about your current financial situation, your priorities and your vision for the future.

Our relationship is best served with an open line of communication that will remain open long after we have created and implemented your comprehensive, personalized financial plan.

While Baird offers a full spectrum of investment vehicles, long-term investment solutions involve much more than products. As a Baird Financial Advisor, I am backed by specialists in financial planning, research and investment strategies and services, ensuring the recommendations and strategies we consider are well-researched and continuously informed.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...