He was with Merrill Lynch, and a year or so ago left them to be part of an independent group. He's in the Kansas City area, and if you're interested, PM me and I'll give you contact information for him.
Here's what I will tell you. He's a former Marine, politically conservative but completely honest and trustworthy. Whenever we do talk about politics it's clear we are totally not on the same page. But it's his honesty that compels me to stay with him. Here's another piece of information: Because of the generosity of grandparents, my two sons both have a reasonable sum of money that needs to be managed. It's by no means enough to keep them from needing to work for a living, but it's enough to make a long term difference in their lives. One of my sons has Asperger's, which means he's not as capable of looking out for himself as the other son is. Which also means that he needs a financial adviser who understands this. Even though, once my son reached age 21, he was financially as separated from me as you are, I found that this adviser was willing to give me hints about what was going on with son's finances. It's been a great comfort.
More to the point of your question, he is doing very well by me. While I still need to work for a few more years, and I also need to be sensible about my money, he's set things up so that I should be quite well off, even if I live to be 100.
And I have plans to live to be 97, since there's an eclipse in 2045 that I want to see.
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