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Inspiring People to Achieve Their
Life's Ambitions

Prime Capital Investment Advisors

— North Texas

What are your financial goals and ambitions for yourself, your family or your business? Dreams alone aren’t enough; you need a concrete plan to get you there. Together, we will work to help transform your financial aspirations into attainable achievements. Prime Capital’s team of financial advisors applies its unique approach to financial planning and investment management toward the goal of turning our clients’ dreams into reality. At the root of every relationship is our passion to help people achieve their life’s ambitions.

Learn More About Us

Contact Information:

Prime Capital Investment Advisors | North Texas

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092

Who We Serve

Individuals & Families

Whether you are just starting out in your career, building a young family, sailing ahead in your profession, or heading toward retirement, PCIA North Texas works with individuals and families to help you achieve your dreams and ambitions.

Who We Serve

Business Solutions

Business owners have unique opportunities and challenges. We work with busy entrepreneurs to help you optimize your business, save on taxes, provide corporate benefits, and create a succession or retirement plan to help assure your legacy.

Meet Your PCIA North Texas Team

The financial advisors at PCIA North Texas each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member, their backgrounds, and their approach to their work.

Helping people achieve the feeling of stability and freedom that comes with financial success is incredibly important to me.”

— Sarah Harris, AIF®

Simply put, I want to be able to help the high-net-worth investor, executive and average employee retire with dignity and on their own terms.”

— Brandon McCormick, AIF®, CRPS®

I manage retirement plans and offer services to participants. I’m passionate about providing culturally relevant education to companies with a retirement plan and large Spanish-speaking populations.”

— Marco Melero, C(k)P®, AIF®

By providing solutions for wealth accumulation, tax reduction, estate planning, and more, I can help ensure that your money is working for you.”

— Will F. O’Rourke, Esq.

As Featured In

Bentley Ford, AIF®

Managing Director, Dallas Market

My focus is on helping business owners keep more of what they make and helping them get to a place where work is optional for them.”

— Bentley Ford, AIF®

Marco Melero, AIF®, C(k)P®

Multicultural Education Strategist

Sarah Harris, AIF®

Financial Advisor

Will F. O’Rourke, Esq.

Estate Planning & Wealth Management

Courtney Klipfel

Senior Client Service Specialist

Prime Cares: Giving Back to the Community

The financial advisors at Prime Capital Investment Advisors | North Texas are heavily involved with our local community. Each one of us believes in giving energy, time and financial support to the organizations and charities that we believe are important to assist—the ones we feel uplift our community and make our world a better place. We hope you will join us in our efforts to give back to our community, and we look forward to learning about your favorite groups and activities.

Our Community
Featured Videos, News & Information
Blog PostsVideosMarket Updates

Read Our Latest Articles

The articles on our blog are intended to help you stay on top of recent financial headlines and news, understand changing tax and retirement legislation, follow the latest economic developments, learn about financial concepts and strategies, explore topics related to financial matters, and stay informed about subjects that can impact your financial plan. Here are some of our most recent articles:


What is Sequence of Returns Risk?

Brandon McCormickBrandon McCormick2024-05-20

Investing in an Election Year

Brandon McCormickBrandon McCormick2024-05-16

4 Ways to Unplug in a Digital World

Brandon McCormickBrandon McCormick2024-04-12

5 Tips to Get in Shape for Summer

Brandon McCormickBrandon McCormick2024-03-25

What is Your Risk Number?

No one is the same when it comes to portfolio risk. Nitrogen helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.

Get Your Risk Number Now!

Prime Capital Investment Advisors in North Texas welcomes the chance to discuss how we might help you, your family and/or your business. Please call us now at (214) 765-5092, or simply fill out this form and we will get back to you to set up time for an initial conversation.

777 International Parkway, Suite 180
Flower Mound, Texas 75022

Send Us a Message

Let’s Discuss Your Plan

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092