Dallas-Based Boutique Wealth Management Firm Honored for Prospera Generational Wealth Program
DALLAS – June 6, 2024 – Prospera Financial Services, Inc. (“Prospera”), a wealth management firm supporting a nationwide network of independent financial advisors, today announced it has been selected as a 2024 WealthManagement.com Industry Awards finalist in the Practice Management division for broker-dealers with fewer than 1,000 advisors. In its tenth year, the “Wealthies” is the first awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
Prospera’s Prospera Generational Wealth (PGW) program was named as a finalist in the Practice Management category. PGW, which was rolled out in the beginning of 2024, is a multi-layered support team that helps advisors design complex strategies for ultra-high-net-worth and multi-generational clients. The program provides solutions and access to subject matter experts on a variety of financial topics such as wealth transfer, philanthropy strategy, private credit, and more.
“We look forward to participating in WealthManagement.com’s Industry Awards every year and are honored to be nominated again for a program that means so much to us,” said Tarah Williams, President & COO at Prospera. “Prospera Generational Wealth is a result of our commitment to our advisors in providing a competitive platform with innovative tools and solutions for high-net-worth and multi-generational clients.”
The WealthManagement.com Industry Awards recognizes firms that demonstrate outstanding achievement in support of financial advisor success. Finalists had to define their initiative goals, results and how this elevated their advisor’s experience. Winners will be announced at a Sept. 5 gala in New York.
Prospera is a seven-time Industry Award winner and was most recently honored in 2023 in the Service category and Digital Marketing Campaign of the Year.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, Member FINRA, SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. Prospera is a 7-time winner and 9-time finalist for WealthManagement.com’s Industry Awards as well as a ThinkAdvisor Luminaries award winner in its inaugural year. The firm supports independent financial advisors nationwide. For more information about Prospera, visit www.joinprospera.com.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business – all from one site. Learn more about the WealthManagement Industry Awards at https://informaconnect.com/wealth-management-industry-awards/.
