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Joanna Cecilia-Fleming, CFP®, Joins Prime Capital Financial

New York-based advisor grows Northeast presence

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial announces the addition of White Plains, NY-based financial advisor Joanna Cecilia-Fleming, CFP®, CRPC™, RFC®, CBDA. Cecilia-Fleming brings more than two decades of experience, helping her clients reach long-term financial well-being.

Cecilia-Fleming guides individuals, families, and business owners with thoughtfully designed strategies that directly support their life’s financial goals and through retirement. She lives for the moments when clients reach the milestones they’ve worked hard to achieve and takes pride in the futures they’ve built.

“Joanna brings a combination of technical knowledge and genuine care for her clients’ success,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “Her ability to create strategies that address immediate needs and long-term goals aligns seamlessly with our philosophy around client success. We’re excited to have her expertise and energy to support our growth in the New York metro region.”

Cecilia-Fleming is a CERTIFIED FINANCIAL PLANNER, Chartered Retirement Plan Consultant (CRPC™), Registered Financial Consultant (RFC®), and is Certified in Blockchain and Digital Assets℠ (CBDA).

“I’m truly energized by this next chapter. Partnering with Prime Capital Financial gives me access to expanded tools, collaborative insight, and a broader support structure that deepens the value I can bring to my clients. It also opens new opportunities for growth, both for my practice and the individuals and families I serve,” said Cecilia-Fleming.

For more information about Joanna Cecilia-Fleming and her advisory practice, visit primefinancial.com/white-plains.

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
Kerry Davis
primefinancial@gregoryfca.com
610-228-2098

Prime Capital Financial


Release Versions

Contacts

Gregory FCA for Prime Capital Financial
Kerry Davis
primefinancial@gregoryfca.com
610-228-2098

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