Dallas-based wealth management firm Prospera Financial Services announced that Abound Advisors, with $300 million in client assets, joined its platform. Abound Advisors has offices in Boerne, Texas, and Redlands, California.
Chris Palmer, Founder and Managing Director of Abound Advisors, who has over 27 years of industry experience, is joined by Joan Hsu, Chief Administrative Officer; Dana Palmer, Chief Operations Officer; and Amy Ochs, Director of Client Experience.
Palmer said, “After spending most of my career in large institutions, I knew I needed a more personal touch that wouldn’t compromise the level of service I deliver to my clients or my access to rising technologies that enable my growth.”
He continued, “It became clear that Prospera understands both the critical importance of personal relationships grounded in trust and values and the need for continuous improvement and innovation. Working with the team at Prospera gives me the right foundation to build my firm for the future.”
Prospera commits to a 2.5:1 advisor-to-home-office ratio, which the firm says will not change as it continues to integrate AI solutions.
Tarah Williams, Prospera’s President and COO, said, “Chris’ advisory practice has earned the trust of clients for more than 25 years by remaining focused on thoughtful planning, personal relationships, and helping families navigate important financial decisions. His approach to wealth management fits well with our culture at Prospera, and we look forward to supporting Chris and the entire Abound team for years to come."
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