Full Name
Scott Colangelo
Job Title
Chairman, Managing Partner
Firm Name
Prime Capital Investment Advisors
Speaker Bio
Scott Colangelo is the Chairman and Managing Partner of Prime Capital Financial, which includes include Prime Capital Wealth, Prime Capital Retirement, and Prime Capital Wellness. Forward-thinking in the financial business, Scott is responsible for the strategy and growth of these companies.
With his clients’ best interests in mind, Scott started Prime Capital Financial to fill a void in the company when an investment client inquired about the best way to monitor and maintain his company’s retirement plan. “We wanted to see what their retirement dreams and goals were and how we could help,” said Scott. “Yet, I discovered that there were no requirements whatsoever for participants in a retirement plan. Essentially, this left a nation of workers to manage their retirement planning and investing without the knowledge to do so. My client was confused when I asked to meet with all the employees to learn about them and to set goals, asking, ‘Why do you need to meet with them? No one has ever done that before.’”
This single experience left an indelible impact on Scott, and out of it came a singular focus on participant education that has evolved into comprehensive financial wellness.
Prime Capital Financial’s team approach and commitment to invest in resources open up even more opportunities for clients. The collaborative approach is the foundation of this company. Prime Capital Financial builds real relationships with clients, but Scott continues to strive for better and is willing to look for solutions that are not always the easiest to find.
When Scott’s not working hard for his clients and team, he is spending time traveling with his family. “The concept of work-life balance, unfortunately, doesn’t happen often enough in our business. But our team approach provides a support system that allows us time to be with our families.”
Scott holds a Bachelor of Science degree in finance with a minor in marketing from Kansas State University, as well as FINRA Series 7, 63, and 66 registrations. In his own words, his two hobbies are basketball and golf, “although I’m not very good at either.”
With his clients’ best interests in mind, Scott started Prime Capital Financial to fill a void in the company when an investment client inquired about the best way to monitor and maintain his company’s retirement plan. “We wanted to see what their retirement dreams and goals were and how we could help,” said Scott. “Yet, I discovered that there were no requirements whatsoever for participants in a retirement plan. Essentially, this left a nation of workers to manage their retirement planning and investing without the knowledge to do so. My client was confused when I asked to meet with all the employees to learn about them and to set goals, asking, ‘Why do you need to meet with them? No one has ever done that before.’”
This single experience left an indelible impact on Scott, and out of it came a singular focus on participant education that has evolved into comprehensive financial wellness.
Prime Capital Financial’s team approach and commitment to invest in resources open up even more opportunities for clients. The collaborative approach is the foundation of this company. Prime Capital Financial builds real relationships with clients, but Scott continues to strive for better and is willing to look for solutions that are not always the easiest to find.
When Scott’s not working hard for his clients and team, he is spending time traveling with his family. “The concept of work-life balance, unfortunately, doesn’t happen often enough in our business. But our team approach provides a support system that allows us time to be with our families.”
Scott holds a Bachelor of Science degree in finance with a minor in marketing from Kansas State University, as well as FINRA Series 7, 63, and 66 registrations. In his own words, his two hobbies are basketball and golf, “although I’m not very good at either.”
Speaking At
