Gwen Lindsey

Advisor Services Associate at Prosperity Capital Advisors - Westlake, OH, US

Gwen Lindsey's Colleagues at Prosperity Capital Advisors
Wayne Barker

Director of Investment Operations

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Clinton Pelfrey

President & Chief Investment Officer - Institutional Asset Management

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Anthony Engrassia

Financial Planner

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Jennifer Relien

general counsel and chief compliance officer

Contact Jennifer Relien

Dana Hastings

VP Business Development

Contact Dana Hastings

Gwen Hylton

advisor services associate

Contact Gwen Hylton

Louise Cole

Holistic Advisor

Contact Louise Cole

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Mobile Number
(XXX) XXX-XXXX
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888-240-0064
Location
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Prosperity Capital Advisors
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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
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Frequently Asked Questions about Gwen Lindsey
Gwen Lindsey currently works for Prosperity Capital Advisors.
Gwen Lindsey's role at Prosperity Capital Advisors is Advisor Services Associate.
Gwen Lindsey's email address is ***@prosperitycapitaladvisors.com. To view Gwen Lindsey's full email address, please signup to ConnectPlex.
Gwen Lindsey works in the Financial Services industry.
Gwen Lindsey's colleagues at Prosperity Capital Advisors are Wayne Barker, Clinton Pelfrey, Anthony Engrassia, Jennifer Relien, Dana Hastings, Gwen Hylton, Louise Cole and others.
Gwen Lindsey's phone number is 888-240-0064
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