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David W
Series 65
Bentonville, AR
Family Legacy Planning
David Welborn is a financial advisor at Family Legacy Planning with nine years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC. Outside of advising, he manages a farm through BWS Farm, LLC, where he oversees crop production. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities, providing portfolio management, financial planning, and fiduciary services. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, tailoring advice to clients’ objectives and risk tolerance.
Brian P
Series 66
Bentonville, AR
Family Legacy Planning
Brian Prosser is a financial advisor at Family Legacy Planning with four years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and North Bay Regional Center. Outside of his advisory role, he is also a licensed insurance agent. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities by providing portfolio management, written financial planning, and retirement-plan consulting. The firm employs a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, and offers educational seminars and workshops to clients and the public.
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