Rocky Mount, NC Office

Team
Updated today

Client AUM

$3,780,022,948

Clients

7,469

Advisors

3

Of 100 advisors across 51 offices

Location

204 N. Winstead Avenue

Rocky Mount NC 27804

Advisors at this office

3

Advisors at this office

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Anthony E

Series 65

Rocky Mount, NC

Prosperity Capital Advisors

Anthony Engrassia is a financial advisor at Prosperity Capital Advisors with a Series 65 credential and seven years of industry experience. He previously worked at Wealth Management Strategies, Inc. and has experience at PNC Arena. Outside of advisory work, Mr. Engrassia serves as President of the local Rotary Club and conducts financial literacy seminars with the North Carolina chapter of the Association of Financial Consultants. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a wide range of clients including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers services such as trustee advice and sub-advisory support.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Anthony E

ChFC®, Series 63, Series 65

Rocky Mount, NC

Prosperity Capital Advisors

Anthony Engrassia is a financial advisor with Prosperity Capital Advisors in Rocky Mount, NC, holding a ChFC® designation and over 33 years of industry experience. His career includes roles at Mutual of Omaha and Wealth Management Strategies, Inc., where he serves as co-owner. Outside of advising, he is an instructor for the American Financial Education Alliance, a board member with Habitat for Humanity and the Nash-Rocky Mount Rotary, and participates on the Atlantic Beach Planning Board. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to individuals, high-net-worth investors, corporations, trustees, retirement plans, and other advisors. The firm utilizes model-based, asset-allocation strategies combined with ongoing portfolio supervision, incorporating investment models from providers such as BlackRock, Dimensional, and Vanguard.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Zachary L

Series 65

Rocky Mount, NC

Prosperity Capital Advisors

Zachary Leonard is a financial advisor at Prosperity Capital Advisors with three years of industry experience. He holds a Series 65 credential and has worked at Wealth Management Strategies and K2 Ranch, LLC. Outside of advising, he serves as a board member of the Rotary Club of Morehead City, NC, and assists clients with tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative strategies, and offers institutional and sub-advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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