Overview

Advisor with more than 28 years of experience with individual equities, annuities, insurance and managed accounts looking to join an independent firm in a support capacity while I also build my own book back. Currently working in a 1% office with $700 million and approximately $3 billion of protection. I can help a firm build an insurance business as part of a holistic planning model. Currently using eMoney and TAMPs, primarily. More info when we speak.

Last Activity
this week

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