Overview

Experienced wealth manager with 12 years experience spanning fee based, mutual fund, trading, annuity and insurance sales. Bachelors degree in personal financial planning and MBA in financial management and markets. I am looking to join an established firm as potential successor or take over client relationships and planning duties.

I have spent my career working for large discount brokerages and asset management companies. After a decade plus I am ready to take off the handcuffs and be able to provide more products, planning, and ongoing services to clients.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Variable Annuities

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