Overview

I began my career as a rainmaker at Morgan Stanley, bringing in high wealth individual clients and then started chasing large corporate retirement plans. I essentially ran out of run way and became an advisor with BB&T Investment Services. Unfortunately, I accepted a position, unbeknownst to be, where I was the 4 advisor in 5 years to support this particular territory/book that encompassed 6 branches across 3 counties in Metro Atlanta, but only included $7M AUM. I was an attorney and founded and owned two professional services firms before I got into this industry. I have the personality and the skill set to stay in this business but the opportunity cost is too great given what I am currently earning. I would be interested in a successor position or perhaps purchasing a book or two of a retiring advisor.


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6 months or more

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