Prime Capital Financial, a full-service RIA in Overland Park, Kansas, has announced a key promotion to lead one of its subsidiary companies.
On Tuesday, the $20 billion RIA announced the promotion of Annette VanderLinde as president of Liberty Wealth Advisors. VanderLinde, who established herself as a driving force within the company, will now oversee the firm’s comprehensive financial planning services.
Formerly known as Prime Capital Investment Advisors, Prime Capital Financial offers full-service financial planning, including fee-based asset management and wealth management. The firm operates 70 locations across the United States, with investment advisor representatives serving clients nationwide.
“Annette’s exceptional track record and dedication to client service make her the perfect fit for this role,” Glenn Spencer, chief executive officer of Prime Capital Financial, said in a statement.
“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,” Spencer said.
Liberty Wealth Advisors, which operates with a distinctive remote advisor business model, offers clients nationwide access to financial guidance. The model, which VanderLinde has helped to advance, has been a key piece in enhancing the firm’s reach and accessibility.
"Our emphasis on quality staff and service is a cornerstone of our success," VanderLinde said.
The entirety of Liberty Wealth Advisors’ fleet of advisors holds the CFP designation, she said, which “[ensures] that our clients receive the highest standard of financial advice.”
Under VanderLinde’s leadership, Liberty Wealth Advisors has developed into a holistic financial planning services provider that offers retirement planning, estate management, and other staples of the comprehensive financial planning menu.
Her promotion coincides with the addition of a senior client service specialist, a move aimed at supporting Liberty Wealth Advisors’ growing client base and maintaining high-quality service standards.
“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 said.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
