Josh Hederick Joins Prime Capital Financial to Enhance Services
Josh Hederick Joins Prime Capital Financial
Prime Capital Financial is excited to announce the addition of Josh Hederick, CMFC™, to their team. Hederick, with nearly two decades of experience in wealth management and financial planning, will play an essential role in expanding the firm’s services in the region.
Expertise in Wealth Management
Hederick has built a substantial career in financial services that spans across various leadership roles. His most recent position was Director of Financial Planning at Edelman Financial Engines, where he dedicated eight years to providing comprehensive financial planning solutions to clients in the surrounding areas.
Background in Financial Services
Before his tenure at Edelman, he was the Managing Partner, Owner, and Advisor at The Mutual Fund Store for over ten years. This role had him overseeing operations while advising clients on their financial needs. Earlier in his career, Hederick began as an Investment Advisor at State Farm Financial Services, participating in a pioneering financial services program, and later served as a Senior Financial Consultant at Merrill Lynch.
Hederick's Client-Centric Approach
“Josh’s commitment to delivering exceptional financial outcomes is in sync with our values at Prime Capital Financial,” remarked Glenn Spencer, the chief executive officer. Hederick's ability to navigate clients through financial complexities while alleviating their planning stress will be an asset to the team.
Educational Background
Holding the Chartered Mutual Fund Counselor™ (CMFC) designation, Hederick also earned a Bachelor of Business Administration in Finance from James Madison University. His passion lies in helping clients to adapt in an ever-evolving financial landscape by utilizing tailored strategies that align with their goals.
Joining Prime Capital Financial
“I’m excited to be part of a firm dedicated to comprehensive, client-focused financial planning,” Hederick expressed. He emphasized that Prime Capital Financial's collaborative environment and extensive resources would enable him to provide enhanced services, ensuring clients achieve their financial aspirations with increased peace of mind.
About Prime Capital Financial
Prime Capital Financial (formerly known as Prime Capital Investment Advisors) takes pride in offering a client-centered approach towards comprehensive financial planning. Their services include fee-based asset management and wealth management through Prime Capital Wealth services. Moreover, their Prime Capital Retirement services extend retirement plan advisory and education for plan participants.
Geographical Reach
The firm operates from 70 locations nationwide, ensuring that investment advisor representatives can assist clients across the country. The advisory products and services are provided through Prime Capital Investment Advisors, LLC (“PCIA”), which is a federally registered investment adviser.
Frequently Asked Questions
1. What is Josh Hederick’s role at Prime Capital Financial?
Josh Hederick has joined Prime Capital Financial as part of their expansion strategy, bringing his expertise in wealth management and financial planning.
2. What experience does Hederick bring to the firm?
Hederick has nearly two decades of experience, having held leadership roles in prominent financial services firms including Edelman Financial Engines.
3. How does Hederick align with Prime Capital Financial’s values?
His client-first approach and commitment to providing exceptional financial outcomes resonate with the firm’s core values.
4. What educational qualifications does Josh Hederick hold?
He holds the Chartered Mutual Fund Counselor™ (CMFC) designation along with a Bachelor of Business Administration in Finance.
5. What services does Prime Capital Financial offer?
The firm provides a range of financial planning services, wealth management, and retirement advisory services to clients nationwide.
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