Key Points
- Providing Tax Advantaged Investments to Your High Net Worth Clients
- Fill Your Asset Class Niche
- Enhance Your Fee-Based Portfolios Using Alternative Investments
Biography
Don is an industry veteran with over 30 years in the financial services business. His experience spans a wide range of firms giving him knowledge about the life insurance, mutual fund and fee-based money management businesses. During his career, Don has spent over 8 years as a very successful financial advisor in his own practice. For the past 7 years Don was been in charge of the due diligence and product platform for Capital Financial Services. and now as President he is leading his firm’s efforts to grow and prosper as both a B/D and RIA