PROSPERA FINANCIAL SERVICES NAMES TARAH WILLIAMS CHAIRMAN

Company veteran brings 26 years of experience to role

The first woman president of the firm will continue as director of operations

DALLAS, October 12, 2022 /PRNewswire/ — Prospera Financial Services, Inc. (“Prospera”), a boutique wealth management firm that supports a national network of independent advisors, announced today that tarah williams its president has been appointed. He will report directly to co-CEO and managing partners Tim Edwards and david stringer.

(PRNewsfoto/Prospera Financial Services)

In her new role, Ms. Williams will lead day-to-day operations, work with the existing leadership team to help the company achieve its ambitious strategic growth goals, and ensure Prospera stays true to its mission of enabling advisors to experience “Success Your Path.”

“Tarah’s unparalleled insights will amplify the strong momentum we have built in the market and drive further growth for the advisors and the firm,” said Mr. Edwards. “Without question, Tarah has the experience, knowledge and leadership skills to guide Prospera, and David and I couldn’t be happier to have her take on this new role. With her at the helm, Prospera has a very bright future.”

Ms. Williams is a 26-year industry veteran and has been a member of the Prospera family since 2007. Prior to her promotion to president, she served as the company’s chief operating officer, a role she will continue to serve. Throughout her long career, she has held management positions in multiple financial services business divisions, including operations, finance, risk management, recruiting and marketing.

“I am humbled, honored and excited to take on this new role,” said Ms. Williams. “As we work to solidify our reputation as best-in-class independent boutique firms, our leadership team will never lose sight of what makes Prospera so special, our community of advisors and employees. Being charged with maintaining and building on the unique foundation. The culture you have created is a huge responsibility, and I welcome it with open arms. I look forward to our future.”

Throughout her 15 years at Prospera, a central focus for Ms. Williams has been to shape and enhance the advisor experience with innovative systems and programs. Has implemented gold standard service training for all employees, developed company-wide processes and procedures to help provide operational consistency and accuracy for advisors, and implemented the framework to track and improve advisor satisfaction across net promoter scores and customer experience surveys. Her innovation has helped create award-winning programs, such as Launch Your Way, a turnkey onboarding process for new advisors, which was named a 2015 WealthManagement.com Industry Award winner. Ms. Williams has also played an integral role in the expansion and deepening of the industry. alliances and relationships with Prospera.

Mr. Stringer added, “Prospera is committed to building its next generation of leaders as we position the firm as a long-term player in the wealth management industry. In Tarah, we have found the right person to build our Expanded Senior Leadership Team “As a female incumbent in this competitive business, she brings unique insights and a valuable voice to the running of our business. We are proud to add to the diversity of top executives in the industry such an outstanding and deserving individual.”

About Prospera financial services

Founded in 1982, Prospera Financial Services, a member of FINRA, SIPC and a Registered Investment Advisor, offers the flexibility and resources found only at some of the nation’s largest broker-dealers. Based in Dallas, TX, Prospera was named Investment Advisor magazine’s Stockbroker of the Year in 2009, 2010, 2012, 2014, 2015, 2018 and 2019. Prospera is a five-time winner and seven-time WealthManagement.com industry award finalist, as well as winner of the ThinkAdvisor Luminaries Award in its inaugural year. The firm supports independent financial advisors across the country. For more information about Prospera, visit www.joinprospera.com.

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SOURCE Prospera Financial Services

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