Ricky Gleason is a financial advisor for Prime Capital Investment Advisors (PCIA) in Boerne, TX. Ricky has worked in the financial services industry since 2006 and is passionate about doing the right things to serve his clients. He brings a wealth of experience in investments and wealth management to the Boerne team.
Prior to joining PCIA, Ricky was a regional private banker and later a financial advisor with Wells Fargo. As a regional banker he worked directly with the company’s high net worth client base to provide a full range of investment solutions and financial planning.
Ricky was raised in Boerne, Texas and after graduating from Boerne High School, he attended Texas A&M University in Kingsville, TX. Since then, he has furthered his education by obtaining his FINRA Series 66 license, as well as his Life and Health insurance license in the state of Texas.
Ricky is an active member of the Boerne community. He has served as a commissioner on the Planning & Zoning Committee for three years and serves on the board for the Boerne Boys & Girls Club. He also attends the 1910 church in Boerne.
Ricky enjoys spending time with his wife Shannan, and their three kids, Kaiden, Landen and Sophia. In his spare time, he enjoys hunting, fishing, golf and traveling.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
San Antonio, TX (Boerne) 616 E. Blanco
Boerne, TX 78006
San Antonio, TX (Boerne)
616 E. Blanco