"C" Suite Executive Partnership & Services for motivated, Like minded people.My firm empowers Financial Professionals & leaders to explore opportunities in the RIA, Hybrid RIA, and Independent space via our relationship with custodians like Schwab, Fidelity, RJ, TD, Pershing, and others. Our proven strategy starts by implementing and following a coaching plan executing on Business Growth strategies like adding Advisors/Partners, Sun-setting Strategies, M&A Opportunities, Business Development and Effectiveness. We achieve this by leveraging our 30 years of experience to be your "C" Suite Executive Partner, hands-on Coaching, Implementing a Business Plan to Breakaway and go Independent, while ensuring individuals, Teams, and organizations The Financial Services industry continues the metamorphosis into becoming a holistic, client focused, and transparent. Wealth Management Professionals, are now being asked to guide Individuals, Organizations, and Families to grow, leverage, preserve, and enjoy their wealth thru a Fiduciary lens while also addressing credit, insurance, and family needs. A planning based practice that takes a full balance sheet approach, maximizes the chances that these individuals and business can and will solve their ever changing and complex financial needs.Our focus is on helping you become a well rounded, relevant, Trusted Advisor, Manager, or Leader. We have a proven track record of developing individuals, teams, and organizations to achieve Top Tier Results.My demonstrated positive outcomes are the result of my experiences as an accomplished leader for Fortune 500 companies like Morgan Stanley, Wells Fargo Advisors, Citicorp, M&T Bank, and SunTrust in roles such as; Financial Advisor, Branch and Complex Manager, Divisional Leader, Non-Profit Board Leader, and Stand-Out Coach.Our Mission is to help you work smarter not harder while achieving incredible results.
Listed skills include Wealth Management, Leadership, Coaching And Development, Series 7, and 44 others.
