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ICYMI: My Story - March 19

Mary Ann Buchanan | RIA Match, March 2019
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Summary: Are you looking to add an experienced CFP? Someone who is as comfortable generating new business as creating plans in eMoney?  I have 8+ years of solid RIA experience, an entrepreneurial spirit, and a growing client base on monthly retainer ready to bring with me. I started my RIA 3 years ago and I am looking to grow faster by merging into a larger firm seeking growth.  ​

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