Virtual Service Associate
adelle.perkins@prosperafinancial.com
Fixed Income Manager
Managing Director
919.277.7987
David@westonbanks.com
Director of Advisor Services
hilary.pluemer@prosperafinancial.com
Founder & CEO
919.783.8500
919.882.9911
jason.steele@westonbanks.com
Account Manager - Advisor Marketing & Communications
katie.mohan@prosperafinancial.com
Client Liaison
melanie@westonbanks.com
Director of Operations
919.865.1083
melissa@westonbanks.com
Director of Investments & Advisory Solutions
paul.keeton@prosperafinancial.com