Prime Capital Financial Welcomes Raleigh-Based Advisor

Prime Capital Financial announced the addition of Josh Hederick, CMFC.

Based in Raleigh, North Carolina, Hederick will help expand Prime Capital Financial’s presence in the region, bringing nearly two decades of industry experience.

Josh Hederick, Prime Capital Financial

Most recently, Hederick served as director of Financial Planning at Edelman Financial Engines, where he has spent the past eight years providing financial planning solutions to clients in the Raleigh and Greensboro areas. Prior to that, Hederick was managing partner, owner, and advisor at The Mutual Fund Store, where he spent over 10 years managing operations and advising clients. His early career includes roles as an investment advisor at State Farm Financial Services, where he was one of the first participants in the company’s pilot financial services program, and as a senior financial consultant at Merrill Lynch.

“Josh’s client-first approach and commitment to delivering exceptional financial outcomes align perfectly with our values at Prime Capital Financial,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “His deep understanding of the complexities clients face in managing their wealth, coupled with his desire to alleviate the stress of financial planning, will be invaluable.”

Hederick holds the chartered mutual fund counselor (CMFC) designation and a bachelor’s degree in finance from James Madison University.

“I’m thrilled to join a firm that shares my dedication to providing comprehensive, client-centric financial planning,” said Hederick. “Prime Capital Financial’s collaborative approach and robust resources will allow me to better serve my clients and help them reach their goals with greater peace of mind.”

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Amanda Umpierrez

Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with over six years of experience and a passion for telling stories and reporting news. Amanda received her degree in journalism and government and politics at St. John’s University. She is originally from Queens, New York, but now resides in Denver, Colorado with her partner. In her free time, Amanda enjoys running, cooking, and watching the latest drama show.

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