Team

Ben Finley

NC State Graduate Student Intern

Chris Bravender

Fixed Income Manager

Dana Kenney

Virtual Sales Assistant

dana.kenney@prosperafinancial.com

David Weiss

Managing Director

919.277.7987

David@westonbanks.com

Heather Steele

Director of Client Services

919.865.1081

westonbanks@westonbanks.com

Hilary Pluemer

Director of Advisor Services

hilary.pluemer@prosperafinancial.com

Jason L. Steele

Founder & CEO

919.783.8500

919.882.9911

jason.steele@westonbanks.com

Katie Mohan

Account Manager - Advisor Marketing & Communications

katie.mohan@prosperafinancial.com

Melissa Bamonte

Director of Operations

919.865.1083

melissa@westonbanks.com

Paul Keeton

Director of Investments & Advisory Solutions

paul.keeton@prosperafinancial.com