Prospera Expands Florida Footprint By Onboarding Independent Firm Howell Wealth Advisors With $215 Million In Assets
Prospera Financial Services announced an association with Punta Gorda, Florida-based Howell Wealth Advisors, with $215 million in client assets. Josh Howell, the Managing Director of Howell Wealth Advisors, and relationship manager Liz Fisher will join Prospera from Wells Fargo Financial Network.
Tarah Williams, President and COO of Dallas-based Prospera, said, “Josh has built an incredible practice that provides clients with personalized services and support across generations of client families. His firm fits perfectly into our boutique model and will benefit from our industry-leading fixed-income offerings and tailored advisor support.”
Howell Wealth Advisors became independent in 2014 as Howell Wealth Management. The firm provides tax-efficient retirement, estate and wealth planning with a range of investments designed to minimize risk and provide long-term flexibility.
“Our decision to join Prospera was based on a combination of things, primarily their culture of service: their commitment to their service training program made me realize that Prospera prioritizes satisfactory customer service – demonstrated by their response times being virtually immediate,” said Howell, who has almost 30 years’ experience as a financial advisor.
He continued, “Throughout our due diligence, I felt that gold level service through every interaction, whether I was on the phone with one of the employees or walking through the office meeting and talking to employees.”
Prospera has increased revenue 113% over the past five years, growing both organically and through M&A. It currently supports 163 advisors in 94 locations with $16 billion in assets under management.
In November 2022, Prospera recruited Twin River Wealth Management, with $180 million in assets. The firm places emphasis on its 2:1 representative to home office personnel ratio and advisor feedback to support advisors.
Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at firstname.lastname@example.org.