Overview

I work for a large independent broker dealer in Boston. I have significant industry experience (20 years) and have earned respected credentials (CFP, CFA). I have been with this firm for almost two years and am currently establishing my practice. I'm focused on Financial Planning and asset management. I also provide insurance solutions to clients. I have excellent soft skills, sales experience, and client service and relationship management skills. I'm looking to partner with an established advisor, grow with them, and I would welcome the opportunity of being part of their succession plan. I plan to be in the advisory business for the next 25 years or more.

Market
IBD
Member Level
Basic
Last Activity
this week
Listing Age
564 days old

Business Data

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Clearing Firm / Custodian

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