Report Listing

I'm a young professional in my early 30s looking to join a firm and team that will allow me to build my book of business and enhance my skills by providing mentorship. As someone who has come from humble beginnings, I attended college in my late 20s and have completed my bachelor's degree to continue to learn and develop myself. I graduated as one of the top students at FGCU's college of business, Lutgert, and I also had the opportunity to manage a portion of the endowment funds of the university. The team of students I lead was able to outperform the S&P 500 by 180 basis points with a lower beta of 0.97. I have obtained experience to help mass affluent individuals and ultra high net-worth individuals with all aspects of their financial health. I am now working on obtaining the CFP designation soon and would like to pursue the CFA within five years. I genuinely believe my 30s should be the opportunity to build my business because I have always had an entrepreneurial mindset. However, I recognize that I still have much to learn and would love to join an RIA that can provide great mentorship and expand/merge the book of business.