Prime Capital Financial Brings in Advisor

Prime Capital Financial has added Sonali Patel, a San Antonio-based financial advisor with more than a decade of experience guiding clients in building, preserving and transferring wealth.

Prior to joining Prime Capital Financial, Patel served as vice president of Private Wealth, advising high-net-worth individuals and families on comprehensive wealth management strategies. She began her career as an equity analyst at Goldman Sachs before moving into institutional sales and trading roles focused on volatility research and hedging strategies.

“Sonali’s background across institutional markets and private wealth gives her a broad perspective that benefits clients with sophisticated financial needs,” said Glenn Spencer, chief executive officer of Prime Capital Financial. “Her addition builds on our presence in San Antonio and enhances the level of guidance we provide clients throughout the region.”

Prime Capital Financial established its San Antonio office through the 2022 acquisition of Crossvault Capital Management, a former partner firm that now operates fully as Prime Capital Financial. Patel’s addition reflects the firm’s continued investment in the San Antonio market and its long-term commitment to serving clients across Texas and the Southwest.

“Sonali’s depth of experience makes her a natural fit for our team,” said Marilou Moursund, CFA, partner and financial advisor at Prime Capital Financial. “We’re excited to welcome her and look forward to the impact she’ll have for clients here in San Antonio.”

“I’m excited to bring my approach to financial planning into an environment that values collaboration and shared expertise,” said Patel. “Being part of a team with deep resources and diverse perspectives strengthens the strategies I build and helps my clients make meaningful progress toward their goals.”

Next Post: Nationwide Retirement Solutions Promotes Sales Director