OVERLAND PARK, Kan.--(BUSINESS WIRE)--Oct 8, 2024--
Prime Capital Financial is pleased to announce the addition of Josh Hederick, CMFC™, bringing his extensive expertise in wealth management and financial planning to the growing team. Based in Raleigh, North Carolina, Hederick will help expand Prime Capital Financial’s presence in the region, bringing nearly two decades of industry experience.
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Prime Capital Financial is pleased to announce the addition of Josh Hederick, CMFC™. (Photo: Business Wire)
Hederick’s career in financial services spans multiple leadership roles. Most recently, he served as Director of Financial Planning at Edelman Financial Engines, where he has spent the past eight years providing comprehensive financial planning solutions to clients in the Raleigh and Greensboro areas. Prior to that, Hederick was Managing Partner, Owner, and Advisor at The Mutual Fund Store, where he spent over 10 years managing operations and advising clients. His early career includes roles as an Investment Advisor at State Farm Financial Services, where he was one of the first participants in the company's pilot financial services program, and as a Senior Financial Consultant at Merrill Lynch.
“Josh’s client-first approach and commitment to delivering exceptional financial outcomes align perfectly with our values at Prime Capital Financial,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “His deep understanding of the complexities clients face in managing their wealth, coupled with his desire to alleviate the stress of financial planning, will be invaluable.”
Hederick holds the Chartered Mutual Fund Counselor™ (CMFC) designation and a Bachelor of Business Administration in Finance from James Madison University. Throughout his career, he has been passionate about helping clients navigate the evolving financial landscape by providing personalized strategies to achieve their financial goals.
“I’m thrilled to join a firm that shares my dedication to providing comprehensive, client-centric financial planning,” said Hederick. “Prime Capital Financial’s collaborative approach and robust resources will allow me to better serve my clients and help them reach their goals with greater peace of mind.”
For more information about Hederick and his practice, visit Prime Capital Financial Raleigh at JoshHederick.com.
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.
View source version on businesswire.com:https://www.businesswire.com/news/home/20241008816926/en/
CONTACT: Gregory FCA for Prime Capital Financial
Kristen Barbaresi
Phone: 507-269-4187
KEYWORD: NORTH CAROLINA KANSAS UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE
SOURCE: Prime Capital Financial
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PUB: 10/08/2024 09:00 AM/DISC: 10/08/2024 09:00 AM
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