While many financial advisors continue to seek either the comforts of a mega-firm or the independence of a registered investment advisory firm, Adam Sherman, David Fleisher and their team have found a home in the community banking channel.
For the past 11 years, they have grown a strong book of business from within a community bank, navigated through a merger, become independent and emerged right where they started – selling wealth management services from inside the friendly confines of a small bank.
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