Experienced advisor strengthens firm’s San Antonio presence

Prime Capital Financial continues its strategic expansion with the addition of Sonali Patel, a San Antonio-based financial advisor with more than a decade of experience guiding clients in building, preserving and transferring wealth.

Prior to joining Prime Capital Financial, Patel served as vice president of Private Wealth, advising high-net-worth individuals and families on comprehensive wealth management strategies. She began her career as an equity analyst at Goldman Sachs before moving into institutional sales and trading roles focused on volatility research and hedging strategies.

“Sonali’s background across institutional markets and private wealth gives her a broad perspective that benefits clients with sophisticated financial needs,” said Glenn Spencer, chief executive officer of Prime Capital Financial. “Her addition builds on our presence in San Antonio and enhances the level of guidance we provide clients throughout the region.”

Prime Capital Financial established its San Antonio office through the 2022 acquisition of Crossvault Capital Management, a former partner firm that now operates fully as Prime Capital Financial. Patel’s addition reflects the firm’s continued investment in the San Antonio market and its long-term commitment to serving clients across Texas and the Southwest.

“Sonali’s depth of experience makes her a natural fit for our team,” said Marilou Moursund, CFA®, partner and financial advisor at Prime Capital Financial. “We’re excited to welcome her and look forward to the impact she’ll have for clients here in San Antonio.”

“I’m excited to bring my approach to financial planning into an environment that values collaboration and shared expertise,” said Patel. “Being part of a team with deep resources and diverse perspectives strengthens the strategies I build and helps my clients make meaningful progress toward their goals.”

For more information about Sonali Patel and Prime Capital Financial, visit https://primefinancialsa.com/.

About Prime Capital Financial
Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. For more information, visit www.primefinancial.com.

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