Kestra Financial Congratulates Four Advisors Named to NAPA’s Under 40 List

Honorees acknowledged for excellence in service to the retirement plan advisor industry

AUSTIN, Texas--()--Independent advisor platform Kestra Financial, Inc. (Kestra Financial) celebrates four affiliated advisors who were named to the National Association of Plan Advisors’ (NAPA) 2017 Young Guns: Top 75 Under 40 list. The list honors top retirement plan advisors.

The four Kestra Financial-affiliated advisors named to this list are:

  • Michael Jared Benson, AIF, Director, Investment Management at NFP, based in Utah
  • Michael Down, AIF, Retirement Plan Sales Consultant at The Meltzer Group, based in Maryland
  • Jason-Colin Patrick, C(k)P, Principal at Fiduciary Advisors, LLC, based in California
  • Kimberly Pruitt, C(k)P, Retirement Plan Consultant at NFP Retirement, based in Texas

“Kestra Financial is proud to be associated with the advisors who were named to NAPA’s Top Retirement Plan Advisors Under 40 list, and we congratulate them on this prestigious honor,” James Poer, CEO of Kestra Financial, said. “We are privileged to serve these committed advisors who understand the importance of advocating for retirement plan participants and sponsors. We are thrilled that our industry-leading retirement plan expertise and wide-ranging resources have helped empower them as they achieve such a high degree of success.”

Now in its third year, the NAPA 2017 Young Guns: Top 75 Under 40 list honors advisors seen as the future of the retirement plan industry. This year, NAPA received more than 500 nominations, a 20 percent increase over last year. Thousands of well-established advisors vote on the nominees to whittle down the list to the final 75.

About Kestra Financial

Kestra Financial, Inc. (Kestra Financial) 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, 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 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, please visit www.kestrafinancial.com.

Contacts

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

Release Summary

Kestra Financial Congratulates Four Advisors Named to NAPA’s Under 40 List. Honorees acknowledged for excellence in service to the retirement plan advisor industry

Contacts

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