Prospera Financial Services

The Prospera team was in Washington, D.C. for the Financial Services Institute Advocacy Summit, joining industry peers to support and advocate for independent financial advisors and their clients. Grateful to be part of such an engaged community, with the added bonus of connecting in person with several of our Prospera advisors.

The Client Service Associate Council exchanges ideas, provides constructive feedback, and acts as a sounding board for Prospera’s Operations team, adding value to Prospera when policies and procedures are introduced or updated.

At Prospera, the advisor leads the charge and our Advisory Councils ensure we do just that. We actively seek feedback to continue growing a bigger breed of independence, flexibility, and support.

Check out all of our councils today!

Our Councils - Prospera Financial Services At Prospera, the advisor leads the charge and our Advisory Councils ensure we do just that. We actively seek feedback to continue growing a bigger breed of independence, flexibility, and support.

At Prospera, we’ve got your back. We’re a firm founded on integrity – and since 1982, we’ve been serving advisors with trust and respect. We listen to our advisors, which has helped us build an innovative and industry-leading platform designed to deliver Success Your Way™.

“The difference between Prospera and most other firms is the experience. Leadership and the home office team know us by name, know our business, and we have meaningful, personal relationships with them. In an industry built on relationships and personal interaction, I don’t know if I could work in any other environment.” – Tony Montanari, CIMA, ACM Wealth Management

Built by advisors, for advisors. Discover the power of Prospera – over 40 years strong – and experience Success Your Way™.

Say hello to our 2026 Summer Interns! 👋

They’ll be learning, growing, and contributing across Prospera all summer long. We’re excited to have them and can’t wait to see what they accomplish!

New on the Prospera Blog: Change is Hard

"Change is not just inevitable; it is constant. Do you want to manage the change or lead through the change?"

Interested in learning more? Check out the full blog post below.

https://www.prosperafinancial.com/change-is-hard/

Change is hard - Prospera Financial Services Change is hard…. Change is not just inevitable; it is constant. Do you want to manage the change or lead through the change? Leaders who excel in leading through change focus on building trust, fostering open communication, and creating a vision that inspires action and commitment. Leading through...

Regularly reevaluate every aspect of your work to find ways to improve. Don’t be satisfied with the status quo. “Because we’ve always done it that way” is not a reason. Find ways to get things done better, faster, and more efficiently.

Kim Utz serves as Director of Advisor Services at Prospera, bringing over 30 years of experience in the financial services industry – as well as humor and heart – to the firm.

Her focus is on welcoming new advisors to Prospera and building relationships – and her commitment to meaningful relationships and delivering gold-standard service make her the perfect fit in her role.

A born “relator,” Kim prides herself on getting the job done, but is equally focused on getting to know you, too.

When it comes to your business, big doesn’t always mean better. Making the choice between big and boutique is a personal and professional decision that could change your career.

Boutique independent firms generally have a superior service model and more personalized approach.

Download our exclusive white paper, 5 Reasons to Join a Boutique Firm, to learn more.

5 Reasons to Join a Boutique Firm - Prospera Financial Services Making the choice between big and boutique is a personal and professional choice that could change your career. When it comes to your career, big doesn’t always mean better. Boutique firms generally have a superior service model and a more personalized family type of culture. As you read through t...