David Carson joins Prosperity Financial Group (PFG) as Director of Marketing. David brings over 20 years of marketing experience in several industries including finance, engineering and medical and holds a Masters degree from St. Louis University.
"I’m excited to have David join our firm,” said President Andrew Denney. “David's passion and enthusiasm will take our firm to the next level. We’re excited to see him build upon our existing client base in Tampa and across the Midwest."
Carson has clear objectives to lead Prosperity Financial Group’s expansion and maintain their high standard of service. "I’ve known Andrew Denney for over 10 years. My respect for him is off the charts,” said David Carson. “There are few advisers with his financial intellect. I am excited to roll up my sleeves and build more relationships with clients in the Midwest and our newest office in Tampa, Florida."
About Prosperity Financial Group
Prosperity Financial Group (PFG) operates as an independent advisor firm providing fee-based advisory services through Independent Financial Partners (IFP). The mission is to provide boutique-quality portfolio management services while harnessing institutional class capabilities. At PFG, value is provided through prudent portfolio design, tactical asset allocation, regular client communications, and careful investment selection and oversight. Founder, Andrew Denney has served as a financial advisor, managing assets for many clients. He began his financial advisory career working for an independent trust company that had more than $500 million in assets under management. Additionally, Andrew has worked as an advisor for an independent broker dealer. He is an honors graduate from Missouri State University with a degree in Finance with an emphasis in Portfolio Management. PFG works with both businesses and families. And has experience in helping companies evaluate group retirement plan options and manage company objectives with strategic plan development. PFG also assists individual and family clients by building personalized investment programs, evaluating their retirement plans, analyzing their insurance coverage, assisting with college funding, and advising on estate planning topics. For more information, visit pfgmidwest.com
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker-dealer,* a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to approximately 12,800 financial advisors and approximately 730 financial institutions nationwide. In addition, LPL Financial supports over 4,000 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and it affiliates have approximately 2,700 employees with headquarters in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com
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Attachments:
A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/Attachm...f06270e355
Caroline Rowley Prosperity Financial Group Midwest 3169779600 crowley@rsmconnect.com
