AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Florida-based Eagle Harbor Advisors.
The newly independent team is composed of Partner and Managing Director Glen Turner, CRPC®, CPFA®, C(k)P®; Partner and Director of Wealth Planning Andrew Wilkins, CFP®, SE-AWMA™; and Partner and Director of Investment Strategies Girish “G” Navare, CFA®, who possess decades of experience in their personalized approach to financial planning. The wealth management trio chose independence for increased freedom to leverage open architecture, cutting-edge technology, unlimited product offerings, and an environment that encourages new and creative solutions. The financial professionals of Eagle Harbor Advisors previously oversaw approximately $250 million in client assets.
“The wealth management industry is rapidly changing, and we believe the independent model empowers us with the best resources needed to adapt,” said Turner. “After extensively searching for a partner to support our transition to independence, we ultimately landed on Kestra PWS for their blend of culture, resources, and dedicated management team that will best enable our clients and team to thrive in the coming years.”
Eagle Harbor Advisors’ model is based on three core pillars: expertise, accountability, and care. With these pillars in mind, the team strives to evaluate a client’s entire financial picture and build personalized relationships to offer a tailored, unique financial solution.
“The Eagle Harbor team brings natural synergies because of their client-first approach,” said Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “There was clear alignment in what we considered best business practices and client relations. We’ve had similar experiences, so we understand the wants and needs of their business. With the help of our resources, we are confident that Eagle Harbor Advisors will grow to positively impact an expanding client base.”
Eagle Harbor Advisors becomes the fourth office Kestra PWS has opened in Florida.
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial professional teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial professionals to achieve independence and growth. The firm’s platform is composed of an independent RIA in association with Kestra Investment Services, LLC as broker-dealer in order to provide its financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. Kestra PWS has helped over 30 single- and multi-team offices across the country find independence with their full-service support model.
For more information, visit www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent wealth management platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Kestra Financial is the parent company of Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers.
The professionals at Eagle Harbor Advisors offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services offered through Kestra PWS. Eagle Harbor Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. Eagle Harbor Advisors is not affiliated with Kestra IS and its affiliates.
For more information, visit www.kestrafinancial.com.
