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Prime Capital Financial Acquires Access Capital

Wichita-based advisor expands firm's Kansas footprint with focus on business owners

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 financial advisory to help clients build customized financial plans aligned with their goals. He looks forward to leveraging Prime Capital Financial's in-house tax and estate resources to deliver a cohesive strategy for his clients and their families.

“Sean brings a thoughtful, planning-first approach that aligns closely with how we serve clients,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “His experience working with evolving client needs, combined with his entrepreneurial mindset, is what sets him apart.”

“Sean has established himself as a trusted advisor in the Wichita community,” said Andy Merchant, managing director at Prime Capital Financial. “I’m looking forward to working with Sean as we continue building our presence here and delivering a thoughtful, integrated approach to planning for our clients.”

Sean Spencer joins Prime Capital Financial as a partner and managing director, working alongside Merchant to lead the firm’s continued growth in Wichita. He is a member of the Young Financial Professionals of Wichita.

“Joining Prime Capital Financial means my clients benefit from a broader platform without losing the personalized approach they expect,” said Sean Spencer. “I started Access Capital with the purpose of providing clients and the community access to better services and investments. Prime’s platform aligns exactly with that purpose, and I'm excited to leverage it for the benefit of clients.”

For more information about Sean Spencer, visit https://primefinancial.com/wichita/.

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

Prime Capital Financial


Release Versions

Contacts

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

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