Wendy Prestwood joins Prime Capital Investment Advisors
Prestwood partners with Prime Capital as partner and wealth advisor
Prime Capital Investment Advisors (PCIA) is pleased to announce that Wendy Prestwood, CFPC, CRPC, has joined the firm as a partner and wealth advisor. She has 25 years of industry experience and is based out of the Overland Park, KS office. His personal and creative approach to financial planning will not only create financial success for PCIA’s clients, but will inspire and motivate the company as a whole.
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Wendy Prestwood, New Partner and Wealth Advisor at Prime Capital Investment Advisors (Photo: Business Wire)
“Welcoming Wendy to the team is a huge win for us and we couldn’t be happier to have her here,” said Glenn Spencer, Managing Director of 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 relationships with our clients, but will also help our team of advisors learn and grow, and we look forward to many more years with Wendy on our side.”
PCIA is already a leading investment advisory and financial planning firm and adding a strong female voice and presence to the leadership team will propel the business even further. PCIA has made intentional efforts to welcome and recruit diverse talent across the firm, including its leadership team over the years and partnering with Wendy is an exciting opportunity.
“Wendy approaches her work with clients with such integrity and sophistication and we are fortunate to have her at PCIA,” said Scott Colangelo, President and Managing Partner of Prime Capital Investment Advisors. “Her passion for serving clients and creating individualized and creative financial plans aligns perfectly with our core values. It is this passion and experience that makes her the perfect fit for our team and I am thrilled that this partnership prosperous.”
Wendy started Prestwood Financial Group in 2007, serving as President and Financial Advisor. She managed to grow the business to five consultants and three employees in 15 years.
Learn more about Prime Capital Investment Advisors at www.pciawealth.com.
About Prime Capital Investment Advisors
Prime Capital Investment Advisors offers 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 company also provides pension advisory services, as well as training for plan participants. PCIA currently has 27 locations across the United States, with investment advisor representatives serving clients across the country. Advisory services offered by Prime Capital Investment Advisors, LLC. (“PCIA”), a registered investment adviser. PCIA operating as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com.