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Danielle W

Series 65

Tallahassee, FL

Prime Capital Financial

Danielle White is a financial advisor at Prime Capital Financial with a Series 65 credential and three years of industry experience. Her prior roles include positions at Health Data Solutions LLC, Twin Oaks at Southwood, and Plant Foods, Inc, among others. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm manages accounts using various investment strategies and also provides tax advisory services through an affiliated subsidiary.

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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George P

CFP®, Series 66

Tallahassee, FL

Prime Capital Financial

George Pikounis is a CFP® with 13 years of industry experience, currently serving at Prime Capital Financial since 2023. His prior roles include positions at McCaskill Financial, Commonwealth Financial Network, Kestra Investment Services, and T. Rowe Price Advisory Services. He is also an insurance agent engaged in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through services such as asset management, financial planning, retirement plan sponsor services, and family office offerings. The firm uses a variety of investment strategies and provides integrated tax advisory and financial administration 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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