Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values. By operating with honesty, integrity and an unwavering commitment to the investor, we’re here to support the success of financial professionals — which can lead to success for those they serve.

Member FINRA, SIPC

Investment Management

Prospera Financial

Prospera Financial's headquarters in Dallas, TX, United States

Tim Edwards

David Stringer

Will Schmitt

Abel Garcia

Tarah Williams

Francis Moise

Cima® Tony Montanari

Katie Mohan

The Advisory Services team at Prospera Financial provides comprehensive support to financial professionals, helping them deliver tailored investment solutions and strategic advice to their clients. Leveraging their expertise in investments, wealth strategy, and retirement plans, this team ensures advisors have the necessary tools, resources, and guidance to foster client success and uphold Prospera's core values of honesty, integrity, and commitment to the investor.

Advisory Services

The Leadership Team at Prospera Financial is responsible for setting the strategic direction of the company, ensuring adherence to core values, and driving business growth. This team of executive leaders oversees key areas such as financial management, compliance, investments, advisory solutions, and business development, all while maintaining a strong commitment to honesty, integrity, and investor success. Through their collaborative efforts, they support and enhance the performance of financial professionals, ultimately contributing to the prosperity of their clients.

Leadership Team

The Administrative and Support Team at Prospera Financial is dedicated to facilitating the day-to-day operations and enhancing the overall efficiency of the company. Key roles include managing marketing strategies, overseeing product and service offerings, ensuring effective corporate communications, maintaining accurate financial records, and providing essential administrative support to executives and sales personnel. This team ensures seamless integration and execution of corporate initiatives, contributing to the company’s commitment to honesty, integrity, and investor success.

Administrative and Support Team

The Information Technology Team at Prospera Financial ensures the robust functionality and security of the company's technological infrastructure. They oversee IT operations, manage Salesforce for customer relationship management, and provide technical support and innovative IT solutions to enhance productivity and service delivery.

Prospera Financial

Org chart

Teams

Advisory Services

Leadership Team

Administrative and Support Team

Information Technology Team

Offices

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