Independent Boutique-Broker-Dealer, Prospera Financial Services Welcomes Sierra Pacific Wealth Management to the Firm, Adding $ 375 Million in Assets Under Management
DALLAS, March 9, 2021 / PRNewswire / – Prospera Financial Services, Inc. (Prospera) is proud to announce the affiliation of Sierra Pacific Wealth Management, adding $ 375 million in AUM. With offices in California, Nevada, New Mexico, and Texas, team members include Managing Partner Ryan Hyslop, CFP® and Michael duboise, CFP®, Managing Director of the South West Region, Partners Brittany Surina and Ben Slove, Relationship manager, Lori DuBoise and director of customer services, Cristina Jones. Prospera, a private company, is a TexasFinancial firm founded in 1982 as a full-service boutique broker-dealer and support organization for successful independent financial professionals across the country.
Ryan hyslop, Managing partner of the San diego, california and Reno and Inclined Village, Nevada locations, began his career with Edward jones, becoming the largest producer in the country for its seniority in the company. Appointed to High Forbes 20 best wealth advisers for Nevada two years in a row, he has over 11 years of industry experience and is a CERTIFIED FINANCIAL PLANNERMT professional. Prior to working in the wealth management industry, Ryan spent 12 years on active duty in United States Navy serving as a naval aviator, piloting several aircraft including the F-14, C-2 (COD), C-40, T-45 and T-34 while serving on two separate combat deployments. Graduated from Trinity University in San Antonio, Texas with a BS in Finance and Economics and a graduate of the Harvard Business School, Ryan enjoys spending time with his wife and two daughters on the Lake Tahoe.
Michael duboise is General Manager of the South West region with offices in Albuquerque, New Mexico and El Paso, Texas. Previously at Morgan Stanley, he was named one of Barron’s top 1,200 U.S. financial advisers. With over 18 years of experience, Michael is a CERTIFIED FINANCIAL PLANNERMT and holds a BS in Information Systems from the University of San Francisco and an MBA in Finance from Webster University. Prior to working in the wealth management industry, he served for four years in United States the air force during the Vietnam conflict and 25 years in the computer software industry. Michael has lived and worked on four continents and has traveled to over 60 countries and is fluent or fluent in five languages. When he’s not at the office, he spends family time with his wife and two daughters.
Partner Brittany Surina has been in the industry since 2007, spending most of her career with Wells Fargo and Morgan Stanley where she developed financial plans for clients before joining the ranks of Advisors. Joining Sierra Pacific Wealth Management, she took on the lead role of Cash Flow Planning and Modeling Advisor for the team. Partner Ben Slove has a background as a sales manager in music retail and entered the financial industry as a financial analyst, managing economic trend models and forecasts to help business owners with business considerations. significant capital. His role at Sierra Pacific includes assisting with portfolio modeling and manager selection, investment model management and economic research.
Focusing on individuals and families seeking a collaborative financial relationship, the firm was founded in 2013. With the aim of improving their service structure and embracing the trend of the out-migration of wire houses , the team made the decision to join Prospera in October 2020. “We have worked hard to meet the needs of our customers, so we do not make any partnering decisions lightly. Prospera offers true independence and a personalized experience to our business and our mission. So far we have only been satisfied with our decision, “said Ryan hyslop.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, a member of FINRA, SIPC and a Registered Investment Advisor, offers the flexibility and resources only found with some of the nation’s largest brokers. Based at Dallas, Texas, Prospera was named Broker of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. The company supports independent financial advisers nationwide. For more information on Prospera, visit www.joinprospera.com.
Media contact:
Tarah mattia williams
Administrative director
Prospera Financial Services, Inc.
(972) 581-3015
[email protected]
www.joinprospera.com
SOURCE Prospera Financial Services