OVERLAND PARK, Kan.--(BUSINESS WIRE)--Apr 4, 2024--
Prime Capital Investment Advisors (PCIA) proudly announces that Conor Kelly has joined the firm as an equity partner and financial advisor, bringing over two decades of dedicated financial planning and investment strategy experience to the growing Kansas City team. Kelly’s arrival will enhance PCIA's commitment to providing comprehensive financial planning and wealth management services.
"Conor's career embodies a relentless commitment to excellence in financial planning and an unwavering dedication to his clients," said Glenn Spencer, chief executive officer at Prime Capital Investment Advisors. "His hands-on approach to serving individuals, families, and small business owners aligns perfectly with our client-centric approach. We are excited to have Conor on board and are confident in the positive impact he will make on our clients and the community."
Kelly began his financial career in St. Louis with Renaissance Financial in 2003 before moving to Leawood in 2007 to help open the firm’s first Kansas City office. Over the past 14 years, he has built his practice, specializing in developing comprehensive plans for clients that achieve their financial goals. Kelly’s clients include executives, professionals, entrepreneurs, and retirees. Beyond their personal financial plans, he also designs and manages retirement plans for his small business owner clients.
"I am honored to join a firm that shares my commitment to serving clients with integrity, transparency, and a comprehensive approach,” Kelly said. “I look forward to leveraging the robust resources and collaborative environment at PCIA to further enrich my clients' financial well-being."
Kelly is deeply involved in the Kansas City community, supporting several local charities and serving on the Board of Directors at Bison State Bank. He is a certified financial planner (CFP®) and holds the Series 66 securities license and a Life & Health insurance license. Kelly attended Saint Louis University, where he obtained an Honors Business Administration degree with an emphasis in Finance.
To learn more about Prime Capital Investment Advisors at www.pciawealth.com.
About Prime Capital Investment Advisors
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 Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com.
View source version on businesswire.com:https://www.businesswire.com/news/home/20240404657890/en/
CONTACT: Gregory FCA for Prime Capital Investment Advisors
Kristen Barbaresi
pciapr@gregoryfca.com
Phone: 507-269-4187
KEYWORD: UNITED STATES NORTH AMERICA KANSAS
INDUSTRY KEYWORD: ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE
SOURCE: Prime Capital Investment Advisors
Copyright Business Wire 2024.
PUB: 04/04/2024 09:00 AM/DISC: 04/04/2024 09:00 AM
http://www.businesswire.com/news/home/20240404657890/en
