Overview

I’m a sole practitioner and currently work in the private client group of Wells Fargo. I’m looking to recruit or merge with an established advisor. Wells Fargo has an independent channel, called Finet, that i’m interested in joining and moving my practice to. The ideal fit would be an advisor interested in a longer term teaming arrangement or may have a desire for succession planning.
The reasons for joining me and/or my firm are many. There is access to the bank, tools, and resources. If you’re looking to succession, there are very attractive terms not available in the traditional brokerage channel or offered through other independent channels. If you’re looking to team, the ability to scale and/or grow the practice is very good. I have great staff support as well that can be leveraged by a potential merge. I believe there is a competitive advantage here.


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