-

Conor Kelly, CFP®, Joins Prime Capital Investment Advisors

Prime Capital Investment Advisors Strengthens Kansas City Team with Experienced Financial Advisor

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Investment Advisors (PCIA) proudly announces that Conor Kelly has joined the firm as an equity partner and financial advisor, bringing over two decades of dedicated financial planning and investment strategy experience to the growing Kansas City team. Kelly’s arrival will enhance PCIA's commitment to providing comprehensive financial planning and wealth management services.

"Conor's career embodies a relentless commitment to excellence in financial planning and an unwavering dedication to his clients," said Glenn Spencer, chief executive officer at Prime Capital Investment Advisors. "His hands-on approach to serving individuals, families, and small business owners aligns perfectly with our client-centric approach. We are excited to have Conor on board and are confident in the positive impact he will make on our clients and the community."

Kelly began his financial career in St. Louis with Renaissance Financial in 2003 before moving to Leawood in 2007 to help open the firm’s first Kansas City office. Over the past 14 years, he has built his practice, specializing in developing comprehensive plans for clients that achieve their financial goals. Kelly’s clients include executives, professionals, entrepreneurs, and retirees. Beyond their personal financial plans, he also designs and manages retirement plans for his small business owner clients.

"I am honored to join a firm that shares my commitment to serving clients with integrity, transparency, and a comprehensive approach,” Kelly said. “I look forward to leveraging the robust resources and collaborative environment at PCIA to further enrich my clients' financial well-being."

Kelly is deeply involved in the Kansas City community, supporting several local charities and serving on the Board of Directors at Bison State Bank. He is a certified financial planner (CFP®) and holds the Series 66 securities license and a Life & Health insurance license. Kelly attended Saint Louis University, where he obtained an Honors Business Administration degree with an emphasis in Finance.

To learn more about Prime Capital Investment Advisors at www.pciawealth.com.

About Prime Capital Investment Advisors
Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com.

Contacts

Gregory FCA for Prime Capital Investment Advisors
Kristen Barbaresi
pciapr@gregoryfca.com
Phone: 507-269-4187

Prime Capital Investment Advisors


Release Summary
Conor Kelly, CFP®, Joins Prime Capital Investment Advisors
Release Versions

Contacts

Gregory FCA for Prime Capital Investment Advisors
Kristen Barbaresi
pciapr@gregoryfca.com
Phone: 507-269-4187

Social Media Profiles
More News From Prime Capital Investment Advisors

Fred Reish Makes Landmark Move to Prime Capital Financial

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Fred Reish joins Prime Capital Financial’s retirement practice as one of the nation’s most respected authorities on ERISA, fiduciary governance, and retirement plan regulation. Reish has spent his career advising plan sponsors, financial institutions and fiduciaries on some of the most complex issues in the retirement plan landscape. Most recently a longtime partner at top 50 law firm Faegre Drinker in their benefits, executive compensation and investment m...

John Sayers III, CFP®, CRPC® Joins Prime Capital Financial

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial announces the addition of John Sayers III, CFP®, CRPC®, a third-generation financial services professional committed to helping individuals and families pursue long-term financial independence through personalized, goal-based planning. Following in the footsteps of both his father and grandfather, Sayers brings nearly three decades of experience, a deeply rooted belief in family, health, and financial security, and a passion for guid...

Eric Pailing, CRPC®, Joins Prime Capital Financial

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial announces the addition of Eric Pailing, CRPC®, a veteran of the United States Marine Corps and financial professional with over two decades in the financial services industry, spending the last 12 years as a fiduciary advisor representative. Pailing’s path into personal finance began in the Marines, where he learned discipline, accountability, and the responsibility that comes with guiding people through high-stakes decisions. He car...
Back to Newsroom