Overview

I am interested in growing my book of business by buying a practice, merging a practice or becoming a successor to help transition a practice. I have been an advisor for 6 years and currently the fastest growing advisor for Morgan Stanley in the Southeast. CFP candidate Fall 2016, and will pursue CFA in 2017 and have a strong entrepreneurial sprit.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Resources
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