Prospera Financial Services is proud to announce the addition of Cottonwood Capital Advisors.
Dallas, TX (PRWEB) April 11, 2013
Prospera Financial Services is proud to announce the addition of Cottonwood Capital Advisors. Jay Rubottom and Stephen Shipley made the move from Morgan Stanley to join the three time winner of the Broker Dealer of the Year award, Prospera Financial Services. Rubottom and Shipley manage over 121 million in AUM and combined bring over 30 years of experience to the firm.
Stephen Shipley, co-founder of Cottonwood Capital Advisors, began his career as a Financial Advisor in 1993. During his 20 year career with Morgan Stanley, Stephen earned the designations of First Vice President and Senior Portfolio Manager. He focuses on macro asset allocation, portfolio construction, and fixed income portfolio management at Cottonwood Capital. Stephen derives tremendous satisfaction from building lasting relationships with clients as he takes them through the process of preparing for a secure future. Stephen earned his bachelors of Science in Building Construction from Texas A&M University.
Jay Rubottom, co-founder of Cottonwood Capital Advisors, formally began his career in the financial services industry in 2002, with Morgan Stanley. While working at Morgan Stanley, Jay earned his CERTIFIED FINANCIAL PLANNER™ designation in 2008, and is currently working to earn his Series 24 General Securities Principal License. At Cottonwood Capital, Jay focuses on Financial Planning, enhancing the client experience, and business development. Jay prides himself on an upfront, direct communication style that allows clients to know exactly what he is thinking, and what to expect from every aspect of their investment portfolio, good or bad. Jay earned his BS in Finance with a concentration in Real Estate from Texas Christian University.
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, member FINRA/SIPC and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker dealers. Headquartered in Dallas, TX, Prospera was named Broker Dealer of the Year by Investment Advisor Magazine in 2009, 2010 and 2012. The firm supports Independent Financial Advisors nationwide.
For more information about Prospera visit http://www.joinprospera.com