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Wealth Advisor

Preferred Location:
East Coast
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing a Wealth Advisor, CFP who is seeking a more collaborative, well-supported long-term platform. Details below:

  • Primary relationship lead for 45 sophisticated families representing approximately $4.4B in assets under advisement and $2.4B in AUM
  • Quarterbacks complex relationships across investment management, estate and trust planning, cash flow analysis, liquidity planning, and broader financial strategy
  • Experienced advising business owners and executives through major financial decisions, concentrated equity, retirement modeling, and potential business transitions
  • Combines deep planning expertise with a track record of expanding existing relationships, developing COI networks, and generating new business

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