Firm News

Featuring Marco Melero

Meet Marco Melero! Marco is the multicultural education strategist and financial advisor in our Dallas, TX office. He enjoys working with leaders on financial wellness education to help them successfully understand their employees’ retirement financial goals. Marco is also passionate about helping employers who have a Hispanic workforce and Spanish speaking population. His goal is to make sure there is cultural relevance between the employees and a complex topic, like retirement, that translates to their cultural needs. His number one reason in choosing this field was when he noticed a lack of financial literacy not only in his household but in the community. This is what inspired him to be part of the financial industry.

Marco is a first-generation graduate from the University of North Texas with a BS in Business Finance. Marco says, there are two ways he enjoys passing his free time with his family, that is eating and traveling. So far, Marco has traveled to 41 states and 4 countries outside the U.S.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

Firm News

Featuring Thorn Murphy

Meet Thorn Murphy! Thorn is a wealth advisor that specializes in income, investment, education and legacy planning in our Columbus, IN office. For over 5 years, Thorn worked in the finance department with Cummins Inc. The work was valuable and educational, but he had a desire to work with people on a more personal, individualized level. As an advisor, he is given the opportunity to help others achieve their financial goals. He enjoys working with clients on a daily basis and getting to personally know them and their future aspirations.

Thorn graduated from Butler University with a Bachelor’s degree in Finance. When he’s not working, he loves to golf and spend as much time with his friends and family.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

Posts navigation