Alan Brum has been with Raymond James since April and has over thirty years working with advisors. He spent four years with Bluespring Wealth Partners assisting owners with succession planning and before that he spent ten years each with TD Ameritrade Institutional and Alliance Bernstein. His roles at TD Ameritrade included vice president of institutional sales and manager of the advisor in transition team, where he helped breakaway advisors create their own RIA as well as existing RIA firms change custodian. Alan earned a Bachelor of Science in Hotel Restaurant Management from the University of New Haven. He holds Series 7, 24, 63 and 66 licenses. Alan is a lifelong resident of New Jersey where he lives with his wife, son and daughter. He is passionate about his local sports teams and roots for the Giants, Mets, Knicks and Rangers. His hobbies include golf, tennis and music.