When perhaps the most well-known retirement plan advisor in the industry makes a big move, that industry takes notice.
Such was the case when Jania Stout sold Fiduciary Plan Advisors, the highly successful Maryland-based retirement plan firm she built, to Atlanta-based OneDigital back in 2021 and subsequently joined as senior vice president of retirement and wealth. If that move sent some shockwaves through the retirement industry, her next move caused a veritable earthquake.
Last November, it was announced that Stout was leaving OneDigital to become the President of Prime Capital Financial’s retirement plan consulting business, Prime Capital Retirement (formerly Qualified Plan Advisors) and its financial wellness company, Prime Capital Wellness (formerly Financial Fitness for Life).
But there’s plenty more to the story of how the move came about and the new direction it is charting for both Stout and Prime Capital Retirement. Scott Colangelo, the founder, chairman and managing partner of Prime Capital Financial, knew the day would come when he and Stout would be working together. From the first time he met her, actually.
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