Our Client Success Stories
Over the years our founder has helped many financial advisors transition to new and better opportunities that suited their needs. Because of his experience as one the industries top managers, he has the ability to consultant and advise his clients on the solutions that best meet their individual needs.
He takes great care to ensure his solutions are exactly what his clients are looking for. He spends a great deal of time understanding his clients’ businesses and the unique challenges many of them are facing. His suggestions are well thought out and specific to the needs of each client.
Below are examples of various financial advisor moves that we had the pleasure to be a part of. These situations give you a glimpse into the types of unique, and often times, complex and sophisticated opportunities our founder can help our advisor clients with.
Wirehouse Firm to Wirehouse Firm (coming soon)
Multi-million dollar team moves from one wirehouse to another (coming soon)
Wirehouse Firm moves to Regional Firm (coming soon)
Wirehouse team moves to a Regional Independent Firm (coming soon)
Independent Firm to Regional Independent Firm (coming soon)
Independent Advisor team joins Wirehouse Firm (coming soon)
Wirehouse “Greystone Advisor” moves to another Wirehouse (coming soon)
Wirehouse Advisor moves to Regional Independent and turns down internal Indy option (coming soon)
Terminated Advisor joins Regional Independent Franchise team (coming soon)
Independent Advisor joins Boutique Independent firm (coming soon)
Wirehouse team turns down huge check for Regional Firm culture and new office (coming soon)
Regional Firm to Regional Firm to ultimately go Independent (coming soon)
Private Wealth Advisor to Wirehouse Firm (coming soon)
Bank Advisor to Independent Boutique firm (coming soon)
Bank Advisor to Wirehouse firm (coming soon)
Rookie Advisor moves to join large Regional Advisory team (coming soon)