Overview

I am looking to acquire practices of advisors who would like to work for 0-4 years in the South Florida, Orlando, Tampa, Naples, and Sarasota area. We also have a practice in the Ashville area. A CFP with over 15yrs in the business, still young enough to ensure your clients are prudently cared for through their lifecycle and estate transfer. I work closely together with a team of Advisors with $450MM AUM. We collaboratively work together with clients each using our expertise to serve them with the most prudent care. My specific expertise is Financial Planning and Estate. I also focus a sizable portion of my business on business retirement plans (401k, 403b, NQDC)

Last Activity
6 months or more

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