I have served as a financial advisor for the past 12 years with 3 large broker/dealers, most recently with Wells Fargo Advisors. My book of business consists of 65 core households totaling $30,000,000 AUA, all of which our industry segments as having the highest advisor loyalty (AAAA) defined as:
With a fiercely loyal client base and established network of referral partners, I am seeking to take my practice independent in the path with the highest growth potential where I can brand myself consistently with my unique ability to communicate complicated strategies in a way that is understood and well received by business owners who do not typically trust others with their money.
A successful financial advisory practice is built on 5 things, all of which can best be achieved through an advisory practice focused on the financial planning needs of business owners and business succession planning:
*Small-mid size businesses, including self-employed individuals such as professional service providers and 1099 contractors.
Director of Marketing