-

Stu Berrin, RFC®, Joins Prime Capital Financial

Prime Capital Financial expands to New York City with addition of seasoned financial advisor

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial is pleased to announce the addition of Stu Berrin, RFC®, as the firm’s first New York City-based financial advisor. With over 30 years of experience in financial planning, Berrin’s arrival represents Prime Capital Financial’s continued nationwide expansion and its commitment to providing personalized wealth management services across the country.

Berrin joins Prime Capital Financial as a partner & managing director after previously spending more than 12 years at Edelman Financial Engines where he most recently served as director of financial planning. Throughout his career, Berrin has been dedicated to empowering individuals and families to find financial peace of mind through thoughtful planning and execution. His approach focuses on comprehensive solutions that address each client’s unique needs.

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

Berrin holds the Registered Financial Consultant (RFC®) designation and earned a Bachelor of Science in Economics from the State University of New York at Oneonta. He looks forward to continuing to provide exceptional financial planning services to his clients.

“I am thrilled to join Prime Capital Financial and be part of a team that shares my dedication to helping clients achieve their financial aspirations,” said Berrin. “With the firm’s robust resources and collaborative environment, I look forward to delivering even greater value to my clients.”

For more information about Stu Berrin’s practice and Prime Capital Financial’s services, visit https://info.primefinancial.com/stu-berrin.

About Prime Capital Financial

Prime Capital Financial (formerly 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 services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. For more information, visit www.primefinancial.com.

Contacts

Gregory FCA for Prime Capital Financial
Kristen Barbaresi
PrimeFinancial@gregoryfca.com
Phone: 507-269-4187

Prime Capital Financial


Release Summary
Prime Capital Financial is pleased to announce the addition of Stu Berrin, RFC®, as the firm’s first New York City-based financial advisor.
Release Versions

Contacts

Gregory FCA for Prime Capital Financial
Kristen Barbaresi
PrimeFinancial@gregoryfca.com
Phone: 507-269-4187

Social Media Profiles
More News From Prime Capital Financial

Kansas City Business Owner Forum, Hosted by Prime Capital Financial, Brings Together Region's Leading Exit Planning Professionals to Help Business Owners Increase Company Value

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced it will host the Kansas City Business Owner Forum on Thursday, September 10, at the Sheraton Overland Park Hotel at the Convention Center. The forum is presented through the Kansas City Chapter of the Exit Planning Institute (EPI), a collaborative network of more than 50 experienced advisors. Founded by Prime Capital Financial Partner Mark Kipp, CEPA®, EPI is dedicated to helping privately held business owners maximiz...

Prime Capital Financial Announces Strategic Partnership With Carlyle to Accelerate Next Phase of Growth

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial today announced that the Global Credit platform of global investment firm Carlyle (NASDAQ:CG) has agreed to provide an approximately $600 million hybrid capital solution to Prime Capital Financial, establishing a strategic partnership that includes a minority ownership interest in the company and supports the firm's long-term growth. The transaction values Prime Capital Financial at an enterprise value of more than $1.8 billion. Head...

Prime Capital Financial Acquires Access Capital

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial announces the addition of financial advisor Sean Spencer through its acquisition of Access Capital. He brings more than a decade of experience helping families, business owners and individuals navigate complex financial decisions. Sean Spencer advises business owners, individuals and families on business succession, estate and tax planning, and charitable strategies. After beginning his career in corporate finance, he transitioned to...
Back to Newsroom