Prospera Financial Services

09/02/2026

We're excited to welcome Patrick Sweeney of Chartiers Capital Group and John Palmer of Palmer Financial to Prospera.

With more than 60 years of combined industry experience, Patrick and John have built client-focused practices grounded in long-term relationships and personalized service. We look forward to supporting their continued growth while helping them deliver exceptional value to their clients.

Learn more at the link below.

https://www.prosperafinancial.com/prospera-financial-services-welcomes-two-experienced-advisors-to-growing-platform/

09/01/2026

In all situations, do what’s best for the client, even if it’s to our own short-term detriment. Put their needs, expressed and unexpressed, ahead of our own. There’s no greater way to build a reputation and create a client for life. Steadfastly do what’s right for others.

08/28/2026

“Our a-ha moment was meeting with Prospera in-person – it just seemed like a family unit. It made our decision easy.” – Lee Handley, Cascade Wealth Management

When you know, you know. Get to know us and discover your a-ha moment at Prospera.

Built by advisors, for advisors. Click to start a conversation today:

https://www.prosperafinancial.com/contact/

08/27/2026

We’ve been called friendly. But then again, we were founded in the “friendly” state.

Click to start the conversation and get to know us today:

https://www.prosperafinancial.com/contact/

08/25/2026

New on the Prospera Blog: Why You're Seeing Passkey Prompts Everywhere

"Passkeys are becoming more common because they offer a rare combination of better security and greater convenience."

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

https://www.prosperafinancial.com/why-youre-seeing-passkey-prompts-everywhere/

If you’ve logged into a website or app recently, you’ve probably noticed something new: prompts asking you to create a passkey. Whether it’s Microsoft, Google, Apple, Amazon, your bank, or even social media platforms, passkeys seem to be showing up everywhere. If you’re not entirely sure wha...

08/24/2026

Tanecha Gleason has been a valued member of Prospera’s accounting department for over eight years. In early 2022, she was promoted to Payroll Manager, a role in which she continues to demonstrate exceptional leadership and expertise.

With more than 20 years of experience in the financial services industry, Tanecha brings extensive knowledge in accounting, commissions, and payroll management.

08/21/2026

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!

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.

08/19/2026

Take personal responsibility for making things happen. Respond to every situation by looking for how we can do it, rather than explaining why it can’t be done. Be resourceful and show initiative. Take ownership for your involvement in planning the work that affects you.

08/18/2026

Prospera is proud to be recognized by Financial Planning in the IBD Elite 2026 list in the top 10 for revenue growth, fee-based mix, and highest growth in producing reps. Click below for the story and rankings.

https://www.financial-planning.com/news/ibd-elite-2026-costs-of-clearing-and-custody-for-advisors



This rating/award was provided by Financial Planning on 8/18/2026 for the time period consisting of 1/1/2025 to 12/31/2025. There was no compensation in exchange for this rating/award.

In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.

08/14/2026

Freedom to grow your business. Freedom to do what is right for your clients. Freedom from a one-size-fits-all megafirm. At Prospera we were built by advisors, for advisors so you’ll be in the driver’s seat and have the freedom to build your practice how you see fit.

“Prospera understands that there are many quality ways to perform in our industry and they do everything possible to help you reach your version of success.” – Tim McLanahan, Becker Suffern McLanahan, LTD

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