Founded in 1994, PRISM Wealth Management Recruiting specializes in recruiting, succession planning, transitions and marketing in the Financial Services industry. Providing a rare depth as a trusted partner and unbiased advocate, Michele has advised thousands of wealth managers and firms, offering her industry knowledge and insights to facilitate their vision of success.
Joining the firm in 2016, Julie brings 20 years of sales and consulting experience to the Wealth Management industry. Julie has helped hundreds of advisors navigate the dynamic landscape of advisor offerings. Her genuine commitment and care with every advisor has been central to her unparalleled success.
Copyright © 2023 PRISM Wealth Management Recruiting - All Rights Reserved.