About Candidate
Report Listing

Looking to acquire or be a successor/continuity plan to an established advisory practice. With over 16+ years of professional experience in Wealth Management and Financial Planning with Bank WM/Broker-Dealer/RIA firms I have set to grow my personal practice with organic growth and potential acquisitions and/or successor clients.

If you are interested in discussing, please reach out.

Resume Summary

16+ Years in Wealth Management working with Business Owners, Retirees, and Medical Professionals from Early Career through UHNW Households.

Designations


CFP
MBA, ChFC, APMA, BFA

Resources
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