Independent Financial Advisor

An opportunity for established advisors ready for their next chapter.

I am looking to connect with experienced Financial Advisors who have built successful client relationships and are interested in exploring new opportunities within an established wealth management platform.

This is an opportunity for an established advisor to potentially gain greater independence, enhanced resources and operational support, attractive economics, and a platform designed to support the continued growth and long-term success of their practice.

The ideal candidate:

• Serves high-net-worth individuals, families and business owners.
• Has a demonstrated history of managing and growing client assets.
• Is entrepreneurial and interested in exploring new opportunities.
• Has an established wealth management practice and strong client relationships.
• May be considering greater independence, a platform change, or a long-term succession opportunity.

I am particularly interested in speaking with advisors who have built meaningful practices and are considering what the next chapter might look like.

Location: Fairfield County, CT

All conversations will be handled confidentially.

Interested in learning more? Let's connect!