$165MM AUM | $1.8MM Rev in
Daytona Beach, FL
We are a well-established, highly collaborative, Fee-Only FinancialTeam in Daytona Beach FL with 2 advisors approaching retirement and prospective new clients calling regularly. We need expert financial planners who can take over the existing client relationships and attend to new in-bound inquiries.
(No need to inquire about acquisitions - we are NOT for sale.)