Prime Capital Financial, a full-service RIA in Overland Park, Kansas, has announced a key promotion to lead one of its subsidiary companies.
On Tuesday, the $20 billion RIA announced the promotion of Annette VanderLinde as president of Liberty Wealth Advisors. VanderLinde, who established herself as a driving force within the company, will now oversee the firm’s comprehensive financial planning services.
Formerly known as Prime Capital Investment Advisors, Prime Capital Financial offers full-service financial planning, including fee-based asset management and wealth management. The firm operates 70 locations across the United States, with investment advisor representatives serving clients nationwide.
“Annette’s exceptional track record and dedication to client service make her the perfect fit for this role,” Glenn Spencer, chief executive officer of Prime Capital Financial, said in a statement.
“Her leadership has been pivotal in driving the growth and success of Liberty Wealth, and we are confident that under her guidance, the firm will continue to thrive and deliver outstanding value to our clients,” Spencer said.
Liberty Wealth Advisors, which operates with a distinctive remote advisor business model, offers clients nationwide access to financial guidance. The model, which VanderLinde has helped to advance, has been a key piece in enhancing the firm’s reach and accessibility.
"Our emphasis on quality staff and service is a cornerstone of our success," VanderLinde said.
The entirety of Liberty Wealth Advisors’ fleet of advisors holds the CFP designation, she said, which “[ensures] that our clients receive the highest standard of financial advice.”
Under VanderLinde’s leadership, Liberty Wealth Advisors has developed into a holistic financial planning services provider that offers retirement planning, estate management, and other staples of the comprehensive financial planning menu.
Her promotion coincides with the addition of a senior client service specialist, a move aimed at supporting Liberty Wealth Advisors’ growing client base and maintaining high-quality service standards.
“I am thrilled to take on this new role and continue the immensely rewarding task of helping clients achieve their financial goals, and I look forward to welcoming new clients to Liberty Wealth," Vanderlinde said.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
