Kestra Private Wealth Services Appoints Tim Lewis as Director of Business Development

New hire to accelerate hybrid RIA’s national advisor recruiting initiatives

SAN DIEGO--()--Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra), has hired Tim Lewis as its Director of Business Development.

Lewis will be responsible for leading recruiting initiatives for Kestra PWS. In that capacity, he will focus on consultative education of advisors and the continued development of the firm’s institutional partnerships to generate elite advisors’ interest in the firm.

“Tim has already hit the ground running and will continue to have a direct, immediate impact on our efforts to attract top-tier advisors who believe in the ‘full service’ independence movement,” Rob Bartenstein, CEO of Kestra PWS, commented. “Tim’s leadership capabilities and breadth of experience will aide him in his pursuit of sophisticated, growth-minded advisors looking to exit the wirehouse model and partner with an independent platform with a wealth of resources.”

Lewis joins Kestra PWS from Fidelity Investments, where he served as Vice President of Institutional Sales. He brings over two decades of experience working with advisors to improve their overall practice efficiency.

“I look forward to joining the mission of championing independent advisors and providing them with a seamless transition to a firm committed to providing integrity-centric services and state-of-the-art technological solutions,” Lewis said. “Together with the executive team at Kestra PWS, we will empower established advisors and help them succeed.”

About Kestra Private Wealth Services

Based in San Diego, CA, Kestra Private Wealth Services, LLC is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the nation. Kestra Private Wealth Services was established by wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve independence and growth. The firm's platform is comprised of an independent RIA in association with Kestra Financial in order to provide its financial advisors with an open architecture platform and independence for both fee and transaction-based business models. Kestra Private Wealth Services has offices in San Diego, Los Angeles and Orange County, CA; Westport, CT; Middleburg, VA; Salt Lake City, UT; and Stuart, FL. For more information, visit www.kestrafinancial.com.

About Kestra Financial

Kestra Financial, Inc. provides a leading independent advisor 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, we’ve developed integrated business management technology that, combined with our 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 advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial, visit www.kestrafinancial.com.

Contacts

Gregory FCA for Kestra Financial
Lauren Davis, 610-228-2103
kestra@gregoryfca.com

Release Summary

Kestra Private Wealth Services Appoints Tim Lewis as Director of Business Development. New hire to accelerate hybrid RIA’s national advisor recruiting initiatives.

Contacts

Gregory FCA for Kestra Financial
Lauren Davis, 610-228-2103
kestra@gregoryfca.com