Clinton Pelfrey

President & Chief Investment Officer - Institutional Asset Management at Prosperity Capital Advisors - Westlake, OH, US

Clinton Pelfrey's Colleagues at Prosperity Capital Advisors
Anthony Engrassia

Financial Planner

Contact Anthony Engrassia

Wayne Barker

Director of Investment Operations

Contact Wayne Barker

Barb Sawyer

Advisor Services Manager

Contact Barb Sawyer

Gwen Lindsey

Advisor Services Associate

Contact Gwen Lindsey

Jennifer Relien

general counsel and chief compliance officer

Contact Jennifer Relien

Gwen Hylton

advisor services associate

Contact Gwen Hylton

View All Clinton Pelfrey's Colleagues
Clinton Pelfrey's Contact Details
Email (Verified)
***@prosperityca.com
Get Clinton Pelfrey's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Clinton Pelfrey's Mobile Number
HQ
888-240-0064
Location
Westlake, Ohio
Company
Prosperity Capital Advisors
Clinton Pelfrey's Company Details
Prosperity Capital Advisors logo, Prosperity Capital Advisors contact details

Prosperity Capital Advisors

Westlake, OH, US • 100 - 249 Employees
Financial Services

At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day.As an organization, we're committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives.With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides.We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.

Investment Advisory Solutions Advanced Advisor Technology Proprietary Planning Processes Innovative Client Acquisition Tools Comprehensive Financial Planning Software Proprietary Portfolio Management Top Coaching and Mentoring Financial Services Financial Advisory Services
Details about Prosperity Capital Advisors
Frequently Asked Questions about Clinton Pelfrey
Clinton Pelfrey currently works for Prosperity Capital Advisors.
Clinton Pelfrey's role at Prosperity Capital Advisors is President & Chief Investment Officer - Institutional Asset Management.
Clinton Pelfrey's email address is ***@prosperityca.com. To view Clinton Pelfrey's full email address, please signup to ConnectPlex.
Clinton Pelfrey works in the Financial Services industry.
Clinton Pelfrey's colleagues at Prosperity Capital Advisors are Anthony Engrassia, Wayne Barker, Barb Sawyer, Gwen Lindsey, Jennifer Relien, Gwen Hylton and others.
Clinton Pelfrey's phone number is 888-240-0064
See more information about Clinton Pelfrey