Prime Capital Financial continues its expansion with the addition of Sonali Patel, a San Antonio-based financial adviser with more than a decade of experience guiding clients in building, preserving and transferring wealth.
Prior to joining Prime Capital Financial, Patel served as vice president of private wealth, advising high-net-worth individuals and families on comprehensive wealth management strategies. She began her career as an equity analyst at Goldman Sachs before moving into institutional sales and trading roles focused on volatility research and hedging strategies.
Prime Capital Financial established its San Antonio office through the 2022 acquisition of Crossvault Capital Management, a former partner firm that now operates fully as Prime Capital Financial. Patel’s addition reflects the firm’s continued investment in the San Antonio market and its long-term commitment to serving clients across Texas and the Southwest.
