Prospera Financial

Hilary Pluemer, Chief Administrative Officer, serves as Prospera advisors’ advocate and consultant in running and growing their firms. In her role, Hilary oversees Prospera’s operations, technology, data, and practice management departments. With over three decades of experience under her belt, including 15 years of consulting for small businesses, Hilary’s passion for process-driven action helps make her a unique and valuable resource to Prospera. #prosperalife

With 25 years of experience in the financial services industry, Jana Waters is dedicated to building lasting relationships with her clients. She believes in being a steady, accessible partner—helping them feel confident in their financial decisions by truly understanding their goals, offering guidance with care, and ensuring they feel informed and in control. Committed to her community throughout her career, Jana is a past board member for Baylor Scott & White Hospital in Grapevine, Texas. To learn more about Jana, visit the Waters Financial Planning website below. https://lnkd.in/gCeE7tqj #janawaters #watersfinancialplanning #prosperawomenscouncil #prosperafinancial #prosperalife

New on the Prospera Blog: Building Trust as a Financial Advisor in a Low-Trust Society "This is one of the most challenging times to be an advisor, not due to market volatility or a recession. Why? You are in a high-trust position in a low-trust society. Trust is the foundation of the financial advisory profession." Interested in learning more? Check out the full blog post below. #prosperafinancial #financialadvisor #buildingtrust

With nearly 30 years of financial services industry experience, Carol Scatolini’s strength as a financial advisor is founded on her belief in the importance of the well-being of each of her clients equally — regardless of their net worth. She prides herself on ethical, honest, and professional relationships with a focus on serving multi-generations within her clients’ families. Committed to her community, she provides services to those in financial distress seeking treatment for their pets through Tufts Veterinarian Hospital and is an ardent supporter of the Rick Thorpe Foundation, which provides counseling services for children who have lost a parent. Rick Thorpe, a lifelong friend of her brother, tragically lost his life in the World Trade Center on 9/11. To learn more about Carol, visit?the?Scatolini Wealth Management?website below. https://lnkd.in/gZcxaZyj #carolscatolini #scatoliniwealthmanagement #prosperawomenscouncil #prosperafinancial #prosperalife

With 39 years of financial services industry experience, linda barriger prides herself on listening: listening to her clients and working closely with each of them to help them assess their financial needs and develop long-term investing goals and strategies. Among her many honors, Linda is the 2013 recipient of Prospera Financial Service’s?Dunks Advocate Award. At Prospera, she has been a member of Prospera Financial Services' President's Advisory Council and served as Chairperson of the Council in 2014. Over the course of her career, Linda has been engaged with numerous non-profit associations and she continues to support many local organizations. Continuing with her commitment to the community, she is currently on the Board of Directors for the Kiwanis Club of Monticello, New York, where she served as an Officer for several years, and in 2019, received Legion of Honor recognition for 30 years as a club member. To learn more about Linda, visit?the?Barriger and Company?website below. https://lnkd.in/gusxsDzT #lindabarriger #barrigerandcompany #prosperawomenscouncil #prosperafinancial #prosperalife

“Ken and Adam hosted a zoom call that was very neat and clean. Helpful to my practice! Nice work guys on introducing Trust & Will.” – Rob Thorndike, Dominion Capital Partners “Good to know we have expertise on the Prospera team regarding the financial planning software and tech stack integrations.” – Stephen Crone, Wilson Crone ? “Eric has always been a great individual that helps and directs me to the right departments or correct individuals for guidance. Thank you!” – Tom Caruso, TVC Wealth ? The people of Prospera. The power of Prospera. #prosperalife

“You guys are just the best in so many ways. Thank you for caring for us.” – David Yarbrough, Provident Strategies Group “I'm so thankful everyone at Prospera is so helpful and patient as we learn the "new" procedures.” – Wendy Posten, Painter, Smith & Amberg ? The people of Prospera. The power of Prospera. #prosperalife

“Just a quick note of thanks to Yurij. Every time that I speak with him, he is upbeat and willing to listen. I am grateful for the role that he plays for our team and the professionalism that he treats advisors. Truly an asset!” – John Cervantes, TCA Financial Group ? “Alejandra was a delight on the phone, knew what was required regarding information I needed, and gave a very detailed and complete list of answers. She anticipated her response to make sure current and additional questions were answered.” – Tom Caruso, TVC Wealth ? “Ruby Lopez does fast, thorough, and incredible work!” – Ari Baum, Endurance Wealth Partners The people of Prospera. The power of Prospera. #prosperalife

“Dee Mosley is such a pleasure to work with. She is efficient, professional, and such a very nice person.” – David Lynn, Lynn Wealth Management ? “Ana is so amazing at her job. She is a great communicator and gets the job done. Such an asset to Kaplan Wealth Advisors” – Michael Kaplan, Kaplan Wealth Advisors ? The people of Prospera. The power of Prospera. #prosperalife