Kim Utz

Director, Advisor Services

As Director of Advisor Services at Prospera, Kim is responsible for the firm’s Launch, Relationship Management, and Marketing efforts. She oversees the advisor onboarding and transition process, directs the relationship management program, and leads the firm’s marketing, communications, and conference efforts. With 30 years of industry experience, she previously served in leadership roles at Wells Fargo Advisors. At Prospera, Kim is committed to our advisors and their teams with a results-oriented, process-driven, and relationship-based approach. She is a graduate of Washington College and the Securities Industry Institute at the Wharton School of Business and Commerce.