People Moves

Texas Broker-Dealer Boosts AuM By $56 Million With Two New Advisors

Eliane Chavagnon Reporter 3 December 2012

Texas Broker-Dealer Boosts AuM By $56 Million With Two New Advisors

Prospera Financial Services, an independent broker-dealer, has brought in two advisors in Westchester, PA, and Plymouth, MA, adding over $56 million in assets under management.

Tom Ambrose of Ambrose Wealth Management has over 32 years of experience and was formerly with Ameriprise. Meanwhile, Hilary O’Malley - latterly of Wells Fargo Advisors - joins Plymouth Rock Financial Partners and has been advising clients for over 19 years.

Ambrose develops and implements wealth management strategies and programs. He also conducts workshops and seminars throughout the Delaware Valley on wealth management and preservation techniques.

Prospera is headquartered in Dallas, TX, and also recently added Jimmy Day of Day Wealth Management and John Gilbert of Silvercreek Financial Group.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes