Wells Fargo FiNet team managing $180 million switches to Prospera
Thayer Potter founded Twin River Wealth Management, based on Selingsgrove, Pennsylvania, in 2017.
Thayer “Terry” Potter, whose three-member team manages $180 million in Selingsgrove, Pennsylvania, has switched affiliations from Wells Fargo Advisors Financial Network to Prospera Financial Services.
Potter’s firm, which he founded in 2017, operates as Twin River Wealth Management. He has 37 years of experience; he had been affiliated with FiNet for five years and earlier was with Janney Montgomery Scott and Morgan Stanley.
Potter was accompanied in the move by staffers Jeremy Soper and Justin Soper.
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“Terry’s expertise as an advisor and dedication as a practice leader and Jeremy’s focus on the client experience makes them precisely the kind of financial professionals that are an ideal fit with Prospera,” Tarah Williams, president and chief operating officer of Prospera, said in a statement.
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