Advisors at this firm
Holden Z
CFP®, Series 66
Southlake, TX
Prestige Wealth Management
Holden Ziels is a CFP® with three years of industry experience, currently serving as an advisor with Prestige Wealth Management. He previously worked at Goldman Sachs for four years. Outside of advisory services, he is involved in tax preparation through an affiliated entity and works part-time at a private social club in Dallas. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm offers discretionary portfolio management employing diversified asset allocation and provides tax planning and preparation through an affiliated entity.
Andrew G
Series 66
Southlake, TX
Prestige Wealth Management
Andrew Gold is a financial advisor at Prestige Wealth Management in Southlake, TX, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Securities America, Arbor Point Advisors, and Osaic Advisory Services. Gold also offers life insurance as an additional product option to clients. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm provides discretionary portfolio management with diversified asset allocation and offers tax planning through an affiliated entity.
Landon M
Series 65
Southlake, TX
Prestige Wealth Management
Landon Mc Intyre is a financial advisor with Prestige Wealth Management in Southlake, TX. He holds a Series 65 credential and has been with Prestige since 2024, having previously worked at Northwestern Mutual. Outside of advisory work, he is also an insurance agent focusing on life and other insurance products. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm offers discretionary portfolio management across various asset classes and provides tax planning and estate coordination through affiliated and third-party providers.
Sean C
Series 65
Fairfax Station, VA
Prestige Wealth Management
Sean Cullen is a financial advisor with Prestige Wealth Management in Fairfax Station, VA. He holds a Series 65 designation and has recently transitioned from a long career in the United States Air Force, where he has served for over two decades. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm offers discretionary portfolio management across diverse asset classes and integrates tax planning and estate coordination through affiliated and third-party providers.
Brian D
CFP®, Series 63, Series 65
Southlake, TX
Prestige Wealth Management
Brian Drolet is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Prestige Wealth Management in Southlake, TX, where he has been since 2025. His prior experience includes roles at Arbor Point Advisors, Securities America, and Kestra Financial. In addition to his advisory work, Drolet is also a licensed insurance agent. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm provides discretionary portfolio management utilizing diversified asset allocation and offers complementary tax planning and estate-planning coordination.