Kestra Financial Completes Move to New Headquarters

Austin’s largest wealth management firm experienced significant growth in 2016

AUSTIN, Texas--()--Independent advisor platform Kestra Financial, Inc. completed its move to a new headquarters in Austin, TX. The company, based in Austin since inception, is now located at the Encino Trace office complex at 5707 Southwest Parkway, Bldg.2, Ste, 400. Encino Trace is a development of Brandywine Realty Trust.

In addition to new headquarters, Kestra Financial will operate with a new phone number: 844-5-KESTRA (844-553-7872).

“Our move to Encino Trace is symbolic of Kestra’s tremendous growth over the last several years. Our new office space will provide our employees with the resources needed to continue to deliver state-of-the-art technology and a high level of service to independent financial advisors and clients nationwide, while maintaining our vibrant workplace culture,” James Poer, CEO of Kestra Financial, said.

Located just 10 minutes from downtown Austin, the new office offers many features designed to enhance collaboration and provide a stimulating, comfortable place to work, including multiple “huddle” spaces, sizeable training rooms, and state-of-the art AV technology. The Encino Trace property features an outdoor entertainment and sports area, running trails and fitness facility.

STG Design served as architect and interior consultant. The company was represented by brokers Michael Monahan and Russell Young with CBRE, Inc., and by outside legal counsel, Michelle Moore Smith of Jackson Walker.

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 Completes Move to New Headquarters. Austin’s largest wealth management firm experienced significant growth in 2016

Contacts

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