Prime Capital Financial Announces Promotion of Annette VanderLinde to President of Liberty Wealth Advisors
2024年7月30日 - 10:00PM
ビジネスワイヤ(英語)
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 PLANNERTM 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
PLANNERSTM.”
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.
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Gregory FCA for Prime Capital Financial Kristen Barbaresi
pciapr@gregoryfca.com Phone: 507-269-4187