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Joan Greenspon, CFP®, Joins Prime Capital Financial

Advisor brings extensive experience, expanding firm’s Mid-Atlantic presence

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial expands in the Mid-Atlantic region by adding Joan Greenspon, CFP®, a Philadelphia-area financial advisor with more than a decade of experience supporting families through major life transitions.

Greenspon is known for a disciplined planning process that helps clients stay focused on long-term outcomes and provides comprehensive guidance across retirement, investments, insurance, tax strategy, and estate planning.

“Joan’s background supporting families through complex financial decisions aligns well with our client-first approach, and we’re pleased to have her join the team,” said Glenn Spencer, chief executive officer of Prime Capital Financial.

Greenspon holds the CERTIFIED FINANCIAL PLANNER® designation.

“Prime Capital Financial reinforces the planning process I follow to help clients stay focused on what matters most,” said Greenspon. “With that support, I can deliver guidance that’s practical, objective, and grounded in the client’s goals.”

For more information about Joan Greenspon and her advisory practice, visit https://primefinancial.com/philadelphia/.

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 | Family Office | Tax Advisory. For more information, visit www.primefinancial.com.

Contacts

Gregory for Prime Capital Financial
Jim Hogan
primefinancial@gregoryagency.com

Industry:

Prime Capital Financial

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Contacts

Gregory for Prime Capital Financial
Jim Hogan
primefinancial@gregoryagency.com

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