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Shaylor S

Series 66

Southlake, TX

Pro Capital Wealth Management

Shaylor Smith is a financial advisor at Pro Capital Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Osaic Wealth for three years. Prior to his advisory career, he was affiliated with Bethesda Community Church for 13 years. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, trusts, and employee benefit plans. The firm typically manages accounts on a discretionary basis using model portfolios and asset allocation strategies, while pension consulting is offered on a non-discretionary basis.

Retirement income strategy General retirement planning Founder/Business Owner
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Cory P

Series 66

Southlake, TX

Pro Capital Wealth Management

Cory Procter is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Pro Capital Wealth Management. His career includes roles at OSAIC and Woodbury Financial, and he maintains activities outside finance as a public speaker and coach focusing on leadership and teamwork, as well as board memberships for nonprofits supporting fatherless children and children’s ministry and athletics. Pro Capital Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, corporations, and various entities. The firm typically manages discretionary client accounts using model portfolios and a combination of tactical and strategic asset allocation, while pension consulting services are provided on a non-discretionary basis.

Retirement income strategy General retirement planning Founder/Business Owner
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