Wealth Advisor

Preferred Location:
Open to Relocation:

A Wealth Advisor located in the Tampa Bay area is seeking an RIA with a collegial atmosphere where he can focus on helping his clients. Below please find several high-level details:

  • Been with his current firm since graduation (2019)
  • Ranked the #1 advisor for 2 years at a national financial services firm
  • Excellent interpersonal skills interacting with high net worth clients
  • Has grown his book by an average of $100 million in new assets each year (not portable)
  • CFPA, AWMA, CRPC, Series 7/66, Florida Life and Health

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

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