WE KNOW THE WAY

Our sat in the seat experience PROVIDES A RARE & INFORMED PERSPECTIVE TO ADVISING FINANCIAL SERVICES PROFESSIONALS

ATLANTA

NEW YORK

BOSTON

OUR EXPERTISE

MERGERS AND ACQUISITIONS FOR BOTH RIA BUYERS AND SELLERS​

PLACEMENT, RETAINED SEARCH AND RECRUITING FOR FINANCIAL SERVICES FIRMS AND PROFESSIONALS

BUSINESS VALUATION, STRATEGY AND EXIT PLANNING CONSULTING

WHO WE SERVE

We are a full-service consulting firm catering to professionals and entities in the financial services industry.

For individuals

Career Management Advisors (CMA) provides guidance and advice – a MAP – to identifying and matching to the optimal career setting inclusive of market assessment; contract review and negotiation; transition and new business set-up. Expertise in financial advisor transition from wire house to independence.

For entities

CMA provides broad business consulting and valuation services assisting with strategy, growth, acquisition, succession and exit/end-game planning needs inclusive of M&A advisory as well as retained search and recruiting. Matching firms to firms and firms to people, we MAP successful growth and successful exits.

Why CMA

$ 0 B
BILLION IN AUM

Retained by global financial services company ($581B in AUM) to identify candidates for entry level, lateral sales, and senior C-Suite roles in the business.

$ 0 B
BILLION

Conducted due diligence and valuation analysis of RIA seller for $113B buyer and advised on potential deal structures.

$ 0 M+
MILLION

Represented a $2.8MM wire-house advisor to assess RIA options for transition to independence. Successfully matched candidate with RIA.

$ 0 B
BILLION

Conducted comprehensive review for a $3.5B independent Broker/Dealer/RIA of their wealth management business, developed and executed strategy for enhancement and growth.

WHO WE ARE

CEO/President 

Linda Willis    

Linda Willis is a top-performing, outcome-driven financial services professional.

Nancy Clark Wilson Managing Director CMA

Managing Director

Nancy Clark Wilson

Nancy Wilson brings over three decades of experience in the financial services industry.

Managing Director

Greg Sloan    

Greg Sloan brings almost three decades of experience in the financial services industry. 

WHAT SETS US APART

PROFESSIONAL EXPERIENCE

Career Management Advisors, CMA Consulting, brings years of real-world actual “sat in the seat” professional experience in the financial services industry.

VALUABLE PERSPECTIVE
We provide a combination of valuable perspectives having built and sold RIAs, served in senior executive leadership, field management and sales roles representing global banks, brokerage and investment firms, and private wealth managers.

RESULTS DRIVEN

With expertise in law, business strategy and execution, we partner with clients and deliver a holistic consulting experience to help achieve desired results.

CLIENT TESTIMONIALS

ATLANTA

3150 Roswell Road, #1227
Atlanta, GA
30305

NEW YORK

6 East 43rd Street
New York, NY
10017

BOSTON

177 Huntington Avenue, 17th Floor
Boston, MA
02115

GET A CONSULTATION NOW!