Prospera Financial @ProsperaFinSvcs

Boutique wealth management firm servicing independent financial advisors across the United States. Member FINRA, SIPC joinprospera.com Dallas, TX Joined May 2009

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Prospera Financial @ProsperaFinSvcs

a day ago

Prospera’s Fundamental #6: Have a passion for what we do, be fully engaged and positive. Make the most of each day by approaching every task with energy, focus, purpose, and enthusiasm. #culturematters #valuesmatter #prospera #prosperalife

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Prospera Financial @ProsperaFinSvcs

2 days ago

New on the Prospera Blog: Best Practices for Building Your Tech Stack prosperafinancial.com/best-practices…

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Prospera Financial @ProsperaFinSvcs

2 days ago

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Prospera Financial @ProsperaFinSvcs

6 days ago

Cassandra Galvan, our Director of Data Solutions, sees the big picture. Cassandra applies her deep understanding of broker-dealer operations, compliance, and finance to systems and firm-wide projects. #prosperalife

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Prospera Financial @ProsperaFinSvcs

a week ago

We’ve been called friendly. But then again, we were founded in the “friendly” state. Click to start the conversation and get to know us today: prosperafinancial.com/contact/ #prosperafinancial #independentadvisors #financialadvisors #prosperalife

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Prospera Financial @ProsperaFinSvcs

a week ago

We’re counting down the days until CONNECT 2025 – Prospera’s annual conference happening October 22 – 24! We are excited to see everyone in Dallas in a few weeks! #prosperalife #connect2025

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Prospera Financial @ProsperaFinSvcs

2 weeks ago

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Prospera Financial @ProsperaFinSvcs

2 weeks ago

Wendy Simmons, Managing Director of Human Resources, is a champion for attracting and retaining great talent at Prospera. With more than two decades of experience at innovative and high-growth organizations, she brings extensive experience in people and process management.

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Prospera Financial @ProsperaFinSvcs

2 weeks ago

Prospera’s Fundamental #5: Demonstrate a relentless solution focus, rather than pointing fingers or dwelling on problems. Identify lessons learned and use those lessons to improve ourselves and our processes. Consider complaints as gifts and learn from every experience.

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Prospera Financial @ProsperaFinSvcs

3 weeks ago

With AI showing up in nearly every headline, how can wealth managers separate genuine innovation from hype? Read more here: investmentnews.com/goria/technolo…

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Prospera Financial @ProsperaFinSvcs

3 weeks ago

🏆✨We’re excited to share that Prospera has been named a 2025 @wealth_mgmt Industry Award Winner in the Practice Management category for Broker Dealers under 1000 advisors!

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Prospera Financial @ProsperaFinSvcs

3 weeks ago

Prospera is a finalist in the Practice Management category for the 2025 @wealth_mgmt Industry Awards (The Wealthies)! We’re proud to stand alongside other innovators in our industry, and we can’t wait to celebrate all the winners when they’re announced tomorrow.

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Prospera Financial @ProsperaFinSvcs

3 weeks ago

New on the Prospera Blog: Success Your Way: Tailoring Your Practice to Fit Your Unique Style prosperafinancial.com/success-your-w…

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Prospera Financial @ProsperaFinSvcs

4 weeks ago

This Labor Day, we celebrate the hard work and dedication that drives our communities forward. Our office will be closed today, September 1, in observance of the holiday. Wishing you a safe and restful Labor Day!

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Prospera Financial @ProsperaFinSvcs

4 weeks ago

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Prospera Financial @ProsperaFinSvcs

4 weeks ago

Gold standard service. It’s our motto – and it’s our aspiration. At Prospera, we’re financial professionals serving financial professionals – in fact, every employee is Ritz-Carlton service trained.

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Prospera Financial @ProsperaFinSvcs

a month ago

Every financial advisor should make time to perform a tune-up on their business. Download our exclusive white paper, Is it Time for a Tune-Up?, to learn more. prosperafinancial.com/is-it-time-for…

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Prospera Financial @ProsperaFinSvcs

a month ago

Ed Kern, Chief Financial Officer, is the champion of Prospera’s key success factor of ensuring “disciplined financial performance.” Ed’s extensive experience – more than 20 years in the financial industry – makes him an integral leader within Prospera.

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Prospera Financial @ProsperaFinSvcs

a month ago

We’re just two weeks out from the @wealth_mgmt 2025 Industry Awards ceremony! Prospera has been named a finalist in the Practice Management category for our initiative: Planning Your Way, a program designed to empower financial advisors with personalized tools.

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Prospera Financial @ProsperaFinSvcs

a month ago

Our exclusive, boutique firm knows how to help you achieve your goals—because we know what it’s like to sit in your chair. With a number of products and services tailored to your exact needs, we have the power and experience to get you where you want to go.