Company Veteran Brings 26 Years of Experience to Position
Company’s first female president to remain chief operating officer
Dallas, October 12, 2022 /PRNewswire/ — Prospera Financial Services, Inc. (“Prospera”), a boutique wealth management firm supporting a national network of independent advisors, today announced: Tara Williams was appointed president. She reports to her co-CEO and managing her partner Tim Edwards, David Stringer.
In his new role, Mr. Williams will lead the day-to-day operations, work with the existing management team to help the company achieve its ambitious strategic growth goals, and will help Prospera advise its advisors to “Experience Your Success.” to remain true to our mission of How. “
Mr Edwards said: “Tara definitely has the experience, knowledge and leadership ability to lead Prospera. David and I are thrilled to have her take on this new role. has a very bright future.”
Mr. Williams is a 26-year industry veteran and has been part of the Prospera family since 2007. Prior to his promotion to president, he served as the company’s chief operating officer and will continue to serve in that role. Throughout her long career, she has held management positions in multiple financial services business units, including operations, finance, risk management, recruiting and marketing.
“I am honored, humbled and excited to assume this new role,” said Williams. never lose sight of what makes Prospera so special, our community of advisors and employees.We have a responsibility to maintain and build our own.The culture they have created is a huge responsibility and I welcomes it with open arms. I look forward to our future.
During his 15 years at Prospera, Williams’ central focus has been shaping and enhancing the advisor experience with innovative systems and programs. She conducts her training to a gold standard of service to all employees, develops processes and procedures company-wide to provide advisors with consistency and accuracy in their work, and nets her promoters her scores. and clients implemented a framework to track and improve advisor satisfaction through her experience surveys. Her innovations have helped her create award-winning programs such as her Launch Your Way, a turnkey onboarding process for new advisors for which she won WealthManagement.com’s industry award in 2015. I’m here. Mr. Williams has also played an integral role in expanding and deepening the industry. Partnership and relationship with Prospera.
Mr Stringer added: As a tenured woman in this competitive business, she brings a unique insight and valuable voice to the operations of our business. I am proud to join the diversity of senior management.”
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, member FINRA, SIPC and Registered Investment Advisor, offers flexibility and resources found only in some of the largest US broker-dealers.Head office location Dallas, TexasProspera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. Received the ThinkAdvisor Luminaries Award in the first year. The firm supports independent financial advisors nationwide. For more information about Prospera, please visit www.joinprospera.com.
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