Challenge the norms of wealth management with Prevail.

At Prevail, we’ve turned wealth management on its head. We do things differently.

A Call to Partner with Prevail – Where Ambition Meets Achievement

Prevail beckons those with unwavering work ethic, a passion for impact, and grand aspirations. It’s more than an organization;
it’s a realm that hones and champions talent, presenting extraordinary avenues for success.

Who We Are

Choosing Prevail isn’t just about employment; it’s the start of an odyssey of personal fulfillment and unmatched professional advancement,
providing you a nurturing atmosphere and the power to affect genuine change. Elevate your career—choose Prevail.

Integrity

We do the right thing even when on one is watching. We demonstrate a strong commitment to sustainable and responsible business practices, and working with the highest levels of integrity is fundamental to who we are.

Passion

We demonstrate enthusiasm and positive energy for the work we do. It drives us to continuously ask questions and solve challenges with creative solutions.

Teamwork

We work collaboratively in our development and achievement to accomplish our vision. We believe in our people and continuously design our culture to bring out the best in individuals so that they reach their full potential from both an individual and team perspective.

We provide the opportunity to be a part of something special. A team that challenges the status quo,
and is interested in changing an industry while providing a meaningful service for others.

Financial Advisor Career Opportunity

Do you ever wonder what it’s like to onboard at Prevail? Join Jordan Gallant and Regan Smith, your friendly Talent Acquisition Team, as they take you on a behind-the-scenes tour of Prevail’s smooth onboarding process!

JORDAN GALLANT and REGAN SMITH

Talent Acquisition Team

“We provide the opportunity to be a part of something special. A team that challenges the status quo, and is interested in changing an industry while providing a meaningful service for others.”

KERRY LAWING

CEO

“After I had my first interview with Prevail, I came home and was just buzzing with excitement telling my husband about it. He said, ‘You’re gonna pick this one, I just know it.’ It was just a feeling! The people and the energy were so great, and I took that home with me.”

MADDIE PARKER

CERTIFIED FINANCIAL PLANNER™

What if you could offer your clients something unique?

At Prevail, we’ve turned wealth management on its head. We do things differently.

For our advisors, it’s an opportunity to build something significant that produces real results for their clients. And you’ll be working with a firm steeped in experience that places a high value on people, integrity and making a difference in the lives of those around us.

Fly in the face of conventional wealth management.

It's a Big Decision and There Are Plenty of Reasons to Be Concerned

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Common
red flags

Your Financial Board of Advisors

Many Firms Claim They Have a Team,
But You Never See Them

There are many “wealth management” companies that talk about their team, but when is the last time you met with anyone but your advisor. At Prevail, our experts bring in-depth knowledge and strategies to the table for your benefit. Think of us like your own Financial Board of Advisors!

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Knowledge & Resource Center

Read, Watch, Listen & Learn From the Experts at Prevail Innovative Wealth Strategies

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