AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, an industry-leading wealth management platform, welcomed to the business 23 financial professionals collectively overseeing more than $1.6 billion in assets under management in the second quarter of 2023. This announcement comes on the heels of strong Q1 results.
The strong results reflect Kestra Financial’s ongoing commitment to cultivating an ecosystem of like-minded, client-centric, sophisticated financial professionals who place a premium on award-winning Customer Service and Onboarding Teams, dependable resources, and an accessible leadership team in the company’s highly-engaged home office in Austin, Texas.
“Our value proposition and strength of partnership continue to resonate with successful financial professionals in the marketplace,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “We anticipate sustained momentum in the second half of 2023, a true testament to our dedication to empowering the success of our financial professionals and providing the necessary resources to evolve, reinvent and innovate their businesses while enabling their growth and the ability to provide superior client service.”
Q2 additions to Kestra Financial included:
- Brent Arnold, Templar Financial Services
- Lawrance Johnson, Black Diamond Financial
- Jon Vinge, John “JD” Doney, Jacob Forschein, Be Financially Sound
- Paul Romo, Impact Financial Advisors
- Robert “Bob” McCullough, Inspired Wealth Planning*
- Chelsea Paddock, Paddwell Financial
- Monisha Potter, Financial Planning Alternatives
- Kate Medeiros, Morgan Smith, Torch Family Capital
- Vance Brown, Megan Caulfield, Coastline Wealth Management
- Mike Hill, Randy Fisher, Hill Wealth Management
- Jennifer San Fillippo, John Shalek, Lakeview Wealth Strategies
- Michael Love, Dillion Hakes, Guy Kosov, California Wealth Transitions*
- David Bayarena, Kaizen Wealth Planning*
- Michael Bow, Spartan Wealth Management
- Liza Firmin, Wayne Christian Financial Services
(*) represents recruits who joined through Kestra Private Wealth Services.
“We are firmly committed to providing independent financial professionals with the resources and support that enhance their capabilities and enable them to focus on the things that matter most to their clients,” said Stephen Langlois, President at Kestra Financial. “As we enter the second half of the year, we look forward to continuing to expand our community of entrepreneurs and adding value to every aspect of their business in order to accelerate their growth.”
Since the start of 2023, Kestra Financial has welcomed 49 professionals collectively overseeing more than $4.6 billion in assets under management.
To learn more about how Kestra Financial empowers success for wealth management professionals, visit www.kestrafinancial.com or call 1-800-508-SOAR.
About Kestra Financial
Kestra Financial, a division of Kestra Holdings encompassing the Kestra-branded broker-dealer and investment advisers, 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, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial professionals in delivering comprehensive securities and investment advisory services to their clients.
The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.
For more information about Kestra Financial, please visit www.kestrafinancial.com.
