Le Lézard
Classified in: Business
Subject: CON

Boutique Independent Broker-Dealer, Prospera Financial Services, Welcomes Becker Suffern McLanahan, Ltd. to the Firm, Adding $840 Million in AUM


DALLAS, July 10, 2018 /PRNewswire/ -- Prospera Financial Services, Inc. (Prospera) is proud to announce the affiliation of John Becker, Brian Becker, Patrick Suffern and Timothy McLanahan of Becker Suffern McLanahan to the firm. The team started in 1961 with its headquarters in Mandeville, Louisiana and brings with them $840 million in AUM. Collectively, the team holds over 120 years of industry experience. Prospera, a privately held company, is a Texas-based financial firm founded in 1982 as a full-service, boutique broker-dealer and support organization for successful independent financial professionals across the country.

(PRNewsfoto/Prospera Financial Services)

John Becker, CLU®, AEP®, founder and shareholder of Becker Suffern McLanahan, is a graduate of Loyola University and has over 50 years of professional experience. Nationally recognized as one of the leading experts in estate planning and wealth transfer, John is a life and qualifying member of the Million Dollar Round Table and a member of the New Orleans Estate Planning Council. He is involved with and serves on the boards of the Catholic Foundation, Christian Health Ministries Foundation, Metropolitan Crime Commission, Greater New Orleans Foundation and is a member of the Finance Council of the Archdiocese of New Orleans- among many others.

Patrick Suffern, CPA, CLU®, AEP®, principal and shareholder of Becker Suffern McLanahan, has over 35 years of experience working in the financial services industry. As a graduate of Louisiana State University, Patrick started his career in the tax department of KPMG Peat Marwick in New Orleans, Louisiana, where his primary responsibilities included employee benefits consulting, estates, trusts and personal financial planning.

Brian Becker, CLU®, AIF®, principal and shareholder of Becker Suffern McLanahan has a Bachelor of Science in Economics and Finance from Southern Methodist University and an MBA from the University of New Orleans. Brian previously worked as an assistant vice president in the Commercial Lending Group at First National Bank of Commerce. He is a qualifying member of the Million Dollar Round Table and Northshore Estate Planning Council.

Timothy McLanahan, CLU®, ChFC®, AEP®, principal and shareholder of Becker Suffern McLanahan is a graduate of Tulane University. He has studied extensively in the general field of estate planning, obtaining his Chartered Life Underwriter degree and Chartered Financial Consultant degree. Tim correspondingly has been designated as an accredited estate planner. He currently serves on the Salvation Army Advisory Board and the Academy of the Sacred Heart Finance Committee.

"We are proud to be partnering with Prospera. With their gold-standard of service, we are confident they will authentically support our team, resulting in our success and the success of our clients." ?Tim McLanahan

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, 2012, 2014 and 2015. The firm supports independent financial advisors nationwide. For more information about Prospera, visit www.joinprospera.com.

Media Contact:
Tarah Mattia Carlow
Senior Vice President, Marketing and Advisor Loyalty
Prospera Financial Services, Inc.
(972) 581-3015
[email protected]
www.joinprospera.com

 

SOURCE Prospera Financial Services


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