Financial Professionals

    Welcome. I’m LeAnn McCool, national sales manager, and I am excited to share all that PrimeVest can do to help you begin or grow your business within a financial institution.

    Working as a financial advisor within a bank or credit union gives you a number of distinct advantages, from unique exposure to a pipeline of clients to the ability to leverage a well-known brand within your community. Teaming up with PrimeVest helps you make the most of these opportunities, giving you a wealth of insight, technology, and products and services from the largest broker-dealer with a sole focus on financial institutions.

    For more than 25 years, we have helped financial professionals like you find greater success by enhancing their relationships with their clients. I invite you to read on to find out what makes PrimeVest so unique, and then contact us to experience our total commitment to service firsthand.

    All the best,

    LeAnn McCool
    National Sales Manager
    PrimeVest


    “Coming to PrimeVest from the wirehouse was a great move for me. The software is superior to what I had there. The mutual fund research is better, and there is a greater breadth of product available to me. But most of all, I’m on pace for my best year ever–25% more than my best year at a nationally known wirehouse.”*
    Drew Henrickson
    Financial Professional
    Columbia State Bank
    Tacoma, WA
    *All endorsements included in this material are limited to broker-dealer and insurance services.

    Contact PrimeVest

    400 1st Street South, Suite 300
    St. Cloud, MN 56301
    800.245.0467