About Candidate
Report Listing

Looking for an opportunity to join and/or set up succession plan with an experienced advisor. I have 10 years of experience and I am currently with Merrill Lynch. Prior to Merrill I was at J.P. Morgan Private Bank where managed a book of $300MM in AUM. Please feel free to reach out if you are in the market for a younger advisor to join you or take over a portion/all of your client base.

Resume Summary

Merrill Lynch - Vice President, Financial Advisor, Senior Portfolio Advisor
J.P. Morgan - Vice President, Financial Advisor

Location Preferences

Chicago, IL