Let’s make modern history
It’s our great responsibility to foster a client-centric environment where supporting unique client needs drives each decision. If you’re one of the select advisors who takes pride in the art of creating opportunity for exceptionally successful clients and diligently strives to put your clients first – we welcome the chance to speak with you.
You’ll find we’ll give you the freedom and flexibility to build your business the way that works best for you and your clients:
- Decide how to structure your practice
- Choose products based on your clients’ needs, never firm influence
- Own your book of business*
- Have access to the resources and support you need to serve a broad and sophisticated client base of individual and institutional investors
We don’t want to be the right firm for everyone – we want to be the right firm for you.
Thank you for your interest in our team, and I encourage you to contact me in confidence to learn more about the opportunities available to you.
Marcus Aiello, CFP®
Mid-Atlantic Regional Executive
*Certain criteria apply