Overview

Accomplished External Wholesaler Seeking Transition to Financial Advisor Role

After more than a 15 years as a top-performing external wholesaler, I'm seeking a new challenge that aligns with my personal priorities. The extensive travel has become increasingly tiring, and I'm ready to transition to a position that allows me to be more present for my family.

My goal is to leverage my proven talents in a financial advisor capacity, whether by joining a team, acquiring a partial or full book of business, or serving as a succession plan for an advisor transitioning into retirement. Throughout my career, I've developed the talent of breaking down complex strategies into understandable concepts, empowering individuals to make informed decisions. This talent coupled with my ability to close business, has consistently yielded tremendous results.

With an strong work ethic and a genuine passion for helping individuals, I'm confident in my potential to be an invaluable asset to the right firm. I'm eager to explore opportunities that allow me to contribute my expertise while achieving a better work-life balance. I'd love to connect and discuss any opportunities.


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