Prevail Strategies Overview
Contact top employees from
Prevail Strategies
Summary
We believe the financial services industry has placed too much emphasis on the accumulation phase of the financial lifecycle with little regard to the planning and distribution phase. We challenge the...Show more
Prevail Strategies industries
Financial Services
Headquarters Location
Prevail Strategies Employees Size
100-200 employees
Specialties
Retirement Planning, Retirement Solutions, Wealth Management, Financial Services, Financial Planning, Corporate Sponsored 401(k)
Founded
2017
Prevail Strategies Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1978 | Privately Held | 100 - 250 | 8M | $0 | |
| 2018 | Privately Held | 10-50 | - | $- |
Prevail Strategies Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
1
Bankers Life
1
Intellia AI
1
Prevail Strategies
Number of employees by department
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Prevail Strategies
Thomas Wright
Senior Retirement Strategist
Roger Irie
Investment Advisor Representative
Jesse Hernandez
Director: Retirement Strategies
Wade Kotarba
Business Development
Andrew Stafford
President
McLean Kistner
Manager - Private Investments
Jordan Chapman
Investment Advisory Representative
Wade Kotarba
Investment Adviser Representative
Benjamin Boyd
Advisor
Jordan Gallant
Marketing Specialist
Kerry Lawing
Founder & CEO
Jay Haffley
Private Investments - Wealth Advisor
Randy Bratton
Investment Advisor Representative | Chartered Life Underwriter | Accredited Investment Fiduciary
Posey Hoffman
Client Engagement Coordinator
Neil Blalock
Investment Advisor Representative
Bryan Farwell
Director I Prevail Innovative Wealth Strategies
Heather Graves
Advisor
Stephen Underwood
Wealth Advisor
J Grant Montgomery
Financial Advisor -- Resource | Planner | Coach
Craig Gordon
Advisor | Vice President
Norman Craig
Insurance/Wealth Consultant
Lori Allen
Executive Assistant
Jonathan Staton
Manager - Advanced Planning
Randy Koehn
Advisor
Andrew Hale
Graphic Designer
Bruce Gordon
Advisor | Consultant
Matthew Burleigh
Senior Portfolio Manager
Angelica Foxx
Director of Operations
Amber Shuster
Executive Assistant
George Cater
Investment Advisor Representative
