Prestwood joins forces with Prime Capital as Partner and Wealth Advisor
OVERLAND PARK, Kan.–(BUSINESS WIRE)–Prime Capital Investment Advisors (PCIA) is pleased to announce Wendy Prestwood, CMFC, CRPC, has joined the firm as Partner and Wealth Advisor. She has 25 years of experience in the industry and is based out of the Overland Park, KS office. Her personal and creative approach to financial planning will not only create financial success for PCIA clients but inspire and motivate the firm as a whole.
“Welcoming Wendy to the team is a huge win for us and we couldn’t be more excited that she’s here,” says Glenn Spencer, chief executive officer at Prime Capital Investment Advisors. “Joining forces with such a strong advisor and industry leader is an honor and we look forward to learning from her. This partnership will not only strengthen our client relations but help our team of advisors learn and grow, and we look forward to many years with Wendy on our side.”
PCIA is already a leading financial planning and investment advisory firm and the addition of a strong female voice and presence to the leadership team will propel the firm even further. PCIA has made intentional efforts to welcome and recruit diversified talent to the firm as a whole including its leadership team over the years and the partnership with Wendy is an exciting opportunity.
Years Of Experience & Dedicated Service
“Wendy approaches her work with clients with such integrity and sophistication and we’re lucky to have her at PCIA,” says Scott Colangelo, chairman and managing partner of Prime Capital Investment Advisors. “Her passion for serving clients and creating individualized and creative financial plans align perfectly with our core values. It’s this passion and experience that makes her the perfect fit for our team and I’m excited for this partnership to thrive.”
Wendy opened Prestwood Financial Group in 2007, serving as president and financial advisor. She successfully grew the business to five advisors and three employees over 15 years.
About Prime Capital Investment Advisors
Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 27 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com.