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.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
Certain foreign banking agreements could force borrowers to absorb Section 899's potential impact, putting some lending relationships at risk.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
