Resume Summary

I've been a financial advisor for 17 years and am only 40 years old as it's been my first love and first career. I've built a great business centered around incredible client service and portfolio management. Over the last 6 years, I have successfully purchased 2 financial advisory businesses. I have a business model that is scalable and the team designed to continue growing through acquisition. We are looking for acquisition and merger opportunities with the clients best interest at heart. We have a business mix that includes advisory and non advisory assets including mutual funds, annuities, and more. I'm looking for any advisors interested in making sure they get top dollar for their business. I'd prefer to have someone come and work with me for minimum one year to ensure clients are comfortable with any transitions.

Resources
Loading...