Wealth Advisor

Preferred Location:
Open to Relocation:

A Wealth Advisor currently at one of the largest Independent RIAs in the country, with significant prior experience at AYCO/Goldman Sachs, has been at his current practice for the past 3 years and is seeking to transition. Below please find several high-level details:

  • Lead Advisor for 150+ households with 320M AUM (not portable)
  • Strong HNW tax background, including hands-on experience preparing returns and performing tax projections for HNW and UHNW clientele
  • CFP, MBA
  • Seeking a more collaborative, collegial environment in the Dallas or Orange County Areas

For more information on this candidate please fill out the form below:

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