Overview

I am a Financial Advisor on a team with deep experience and credentials (CFA, CFP). We focus on discretionary asset management, planning, and often more complex fiduciary situations. We have a relatively small amount of HNW client families. I would like to find an advisor nearing retirement (preferably in Michigan) that would like to join my team to ultimately provide a capable succession plan for their valued clients.

Last Activity
6 months or more

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