Prospera Financial Services Adds Two Wealth Advisors from Pennsylvania and New York
Prospera Financial Services, Inc. has announced the addition of two experienced wealth advisors—Patrick Sweeney from Pittsburgh and John Palmer from Smithtown—to its national platform. Both bring decades of experience in wealth management, with a combined $75 million in assets under management (AUM). Sweeney previously worked at Wells Fargo Advisors and Merrill Lynch Wealth Management, while Palmer has held roles at Prudential Securities, Wachovia Securities, and also at Wells Fargo. Prospera emphasizes its boutique approach to wealth management, offering a 2.5:1 advisor-to-home-office staff ratio and $30 billion in AUM across the firm. The company aims to support advisors with advanced technology and personalized client care as it continues integrating AI solutions for growth. Tarah Williams, Prospera's President and COO, highlighted that both Sweeney and Palmer align well with the firm’s values of long-term business building and client-focused service. Founded in 1982, Prospera is a registered investment adviser based in Dallas, Texas, supporting independent financial advisors nationwide through strategic relationships and innovative solutions.
