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Neill Y

Series 65

Asheville, NC

Prime Capital Financial

Neill Yelverton is a financial advisor at Prime Capital Financial with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Earth Equity Advisors, LLC and Minerva Planning Group. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs various investment strategies and provides integrated tax and financial administration services through affiliated entities.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael V

Series 66

Asheville, NC

Prime Capital Financial

Michael Vines is a financial advisor at Prime Capital Financial in Asheville, NC with a Series 66 designation and one year of industry experience. His prior work includes roles at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, and PNC Bank. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of investment strategies and also operates an affiliated accounting subsidiary that provides tax planning and bill-pay services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Peter K

Series 66

Asheville, NC

Prime Capital Financial

Peter Krull is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at Prime Capital Investment Advisors, Earth Equity Advisors, and Minerva Planning Group. He is also an author under contract with John Wiley & Sons to write a book on sustainable investing for financial advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, retirement plan services, and family office offerings. The firm employs a range of investment strategies and also provides integrated tax advisory and family office services.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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