Brag about yourself - what makes you great at what you do?
I'm an independent investment advisor with 28 years in sales, 17 in the financial industry. I now begin relationships by getting my clients involved in private REITS, a fixed investment which mitigates risk and stops the volatility in any account. All my REITS are commercial real estate on the lending and buying side. I hold seminars twice a month at the HQ of my REIT sponsors. This is a very unique and savvy vehicle that a smart investor will indulge themselves into. I look forward to speaking with many in this network about this..
What types of business contacts are you looking to make?
Any professional who is seeking assistance with their portfolio..IRA, brokerage, joint, trust accounts are welcome..or a high-level professional with extra discretionary income seeking a higher return than the bank.
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