Prime Capital Financial strengthens San Antonio presence with a new senior investment advisor
Prime Capital Financial is proud to announce the addition of John Cervantes, CFA, to the Crossvault Capital Management team, based in San Antonio, Texas. (Photo: Business Wire)
Prime Capital Financial is proud to announce the addition of John Cervantes, CFA, to the Crossvault Capital Management team, based in San Antonio, Texas. (Photo: Business Wire)
OVERLAND PARK, Kan.–(BUSINESS WIRE)–Prime Capital Financial is proud to announce the addition of John Cervantes, CFA, to the Crossvault Capital Management (Crossvault) team, based in San Antonio, Texas. With nearly two decades of experience in financial planning and investment management, Cervantes will enhance Prime Capital Financial’s capabilities and client service.
Cervantes joins as a partner and senior investment advisor and brings a wealth of experience, most recently serving as executive director and investment advisor at Texas Capital Bank, where he provided tailored wealth management solutions to meet his clients’ unique needs and goals. He also spent nearly a decade at Merrill Lynch as a senior investment manager and previously held roles as a financial advisor at USAA and as a personal banker at JPMorgan Chase Bank. His extensive background equips him to address financial challenges and deliver strategies driving client success.
“John’s in-depth knowledge and dedication to serving clients make him an invaluable addition to our team,” said Glenn Spencer, chief executive officer of Prime Capital Financial. “We are confident his contributions will enhance our presence and services in the San Antonio market.”
“Crossvault is committed to delivering personalized, thoughtful solutions to our clients, and John’s arrival furthers those objectives,” said Laura Ehrenberg-Chesler, Partner at Crossvault. “His proven ability to navigate complex financial landscapes and help build lasting relationships aligns perfectly with Crossvault’s focus on the client.”
Cervantes earned a Bachelor of Business Administration in Finance from The University of Texas at San Antonio. He also holds the Chartered Financial Analyst (CFA) designation.
“I am honored to join Prime Capital Financial and work alongside a team that shares my commitment to delivering client-focused solutions,” said Cervantes. “With Prime Capital Financial’s extensive resources and the expertise of the Crossvault team, I look forward to providing greater value to my clients, helping them achieve their financial goals.”
For more information about John Cervantes’ practice and Prime Capital Financial’s services, visit https://www.crossvault.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. For more information, visit www.primefinancial.com.
About Crossvault
Crossvault is led by three female partners and manages over $550M in AUM. The team is based out of San Antonio, TX and has been serving clients throughout the country for over two decades. Crossvault joined Prime Capital Financial in June of 2022.
Gregory FCA for Prime Capital Financial
Kristen Barbaresi
PrimeFinancial@gregoryfca.com
Phone: 507-269-4187
Prime Capital Financial is proud to announce the addition of John Cervantes, CFA.
Gregory FCA for Prime Capital Financial
Kristen Barbaresi
PrimeFinancial@gregoryfca.com
Phone: 507-269-4187
