OVERLAND PARK, Kan.--(BUSINESS WIRE)--Jul 30, 2024--
Prime Capital Financial, formerly Prime Capital Investment Advisors, is pleased to announce the promotion of Annette VanderLinde to President of Liberty Wealth Advisors, a Prime Capital Financial company. VanderLinde's elevation highlights her exceptional leadership and commitment to delivering comprehensive financial planning services.
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Prime Capital Financial announces the promotion of Annette VanderLinde to President of Liberty Wealth Advisors, a Prime Capital Financial company. (Photo: Business Wire)
Liberty Wealth Advisors has a rich history of providing financial services through its innovative remote advisor business model. It enables clients to access professional financial guidance regardless of their location, offering convenience and flexibility. VanderLinde has been a key driver in advancing this model, which has been particularly successful in broadening the firm's reach and accessibility, allowing clients to connect with the best advisors across the country.
"Our emphasis on quality staff and service is a cornerstone of our success," said VanderLinde. "All of our advisors are CERTIFIED FINANCIAL PLANNER TM professionals, ensuring that our clients receive the highest standard of financial advice,” VanderLinde said. “I am thrilled to take on this new role and continue the immensely rewarding task of helping clients achieve their financial goals, and I look forward to welcoming new clients to Liberty Wealth."
VanderLinde has been instrumental in elevating Liberty Wealth to a comprehensive wealth planning organization. Under her leadership, the firm has expanded its services to include holistic financial planning, addressing the diverse needs of individuals and families. This shift reflects the firm's dedication to delivering a full spectrum of financial solutions, from retirement planning to estate management.
“Annette’s exceptional track record and dedication to client service make her the perfect fit for this role,” said Glenn Spencer, chief executive officer of Prime Capital Financial. “Her leadership has been pivotal in driving the growth and success of Liberty Wealth, and we are confident that under her guidance, the firm will continue to thrive and deliver outstanding value to our clients.
This promotion and the recent addition of a Senior Client Service Specialist to support the firm's expanding client base underscores Liberty Wealth's commitment to high-quality service and growth while accommodating increased demand for our virtual engagements with our staff of reputable CERTIFIED FINANCIAL PLANNERS TM.”
About Prime Capital Financial
Prime Capital Financial (formerly 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 services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. For more information, visit www.primefinancial.com.
View source version on businesswire.com:https://www.businesswire.com/news/home/20240730699449/en/
CONTACT: Gregory FCA for Prime Capital Financial
Kristen Barbaresi
Phone: 507-269-4187
KEYWORD: UNITED STATES NORTH AMERICA KANSAS
INDUSTRY KEYWORD: PERSONAL FINANCE FINANCE CONSULTING PROFESSIONAL SERVICES ASSET MANAGEMENT
SOURCE: Prime Capital Financial
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PUB: 07/30/2024 09:00 AM/DISC: 07/30/2024 09:00 AM
http://www.businesswire.com/news/home/20240730699449/en
