Edelman's director of financial planning lands at Prime Capital

Edelman's director of financial planning lands at Prime Capital
Stu Berrin, partner and managing director at Prime Capital Financial.
The firm's first-ever financial advisor in New York City, Stu Berrin brings over 30 years of industry experience to his new role as managing director and partner.
DEC 09, 2024

Prime Capital Financial has expanded its presence in the Empire State by adding a veteran leader from Edelman Financial Engines to its network.

On Monday, the Overland Park, Kansas-based firm announced it had officially welcomed Stu Berrin as its first financial advisor in New York City.

Berrin is joining Prime Capital as its newest partner and managing director in the East Coast. He joins Prime Capital Financial following a 12-year tenure at Edelman Financial Engines, where he served as director of financial planning.

“Stu’s experience and commitment to his clients’ success make him an outstanding addition to the Prime Capital Financial team,” Glenn Spencer, chief executive officer at Prime Capital Financial, said in a statement. "His ability to simplify complex financial situations and foster confidence in achieving long-term goals aligns seamlessly with our client-centric philosophy.”

A financial planning veteran with more than 30 years of experience, Berrin's track record also includes stints at Sanders Morris Harris and Valic Financial, according to his BrokerCheck record.

Berrin expressed enthusiasm for his new role, highlighting how Prime Capital's team aligns with his personal approach to "helping clients achieve their financial aspirations.”

"With the firm’s robust resources and collaborative environment, I look forward to delivering even greater value to my clients,” he said.

Earlier in November, Prime Capital Financial strengthened its retirement consulting division by hiring Jania Stout from OneDigital as the national retirement practice leader for Prime Capital Retirement, and its financial wellness subsidiary, Prime Capital Wellness.

Prior to that in July, the firm made a key promotion at its remote financial-planning business, Liberty Wealth Advisors, when it announced Annette Vanderlinde as the unit's new president.

Latest News

SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees
SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees

Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.

Apella Wealth comes to Washington with Independence Wealth Advisors
Apella Wealth comes to Washington with Independence Wealth Advisors

The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.

Citi's Sieg sees rich clients pivoting from US to UK
Citi's Sieg sees rich clients pivoting from US to UK

The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.

US employment report reactions: Overall better than expected, but concerns with underlying data
US employment report reactions: Overall better than expected, but concerns with underlying data

Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.

Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.