Kestra Financial Hires Taylor Hammons as Head of Retirement Plans

New hire will add a dedicated leader to Kestra Financial’s growing set of retirement plan support services

AUSTIN, Texas--()--Kestra Financial, Inc. (Kestra Financial), an industry-leading independent advisor platform, today announced that it has hired Taylor Hammons, a financial services professional with extensive experience in retirement plan services, as its new Vice President and Head of Retirement Plans.

Hammons’ experience in the retirement plan space ranges from sales and marketing, to product development and distribution, to rebuilding and launching 401k-related technology platforms. At Kestra Financial, he will be responsible for overseeing the company’s expanding retirement plan platform designed to provide the highest-quality support to financial advisors and clients in the independent space.

“As our platform continues to grow, we have carved out a unique focus on retirement plans in an effort to support advisors within this specialization,” said Mark Schoenbeck, Executive Vice President and National Sales Director at Kestra Financial. “Bringing Taylor on board is one of the many steps we are taking to further enhance our retirement plan services. We’re confident that Taylor’s expertise and experience will help us empower the success of retirement plan specialists.”

The hiring of Hammons is a clear demonstration of Kestra Financial’s ongoing commitment to serving advisors that specialize in the retirement plan space. Additional retirement plan platform enhancements include enhanced data feeds that populate retirement plan specific systems and dashboards, a redesign of Kestra Financial’s retirement plan establishment technology, and improved tools for ongoing plan maintenance. Hammons will also be responsible for working with Kestra Financial’s Retirement Plan Advisor Council, which meets regularly to provide advisor-centric feedback and guidance.

Hammons holds a Bachelor of Business Administration in Banking Finance and Managerial Finance from the University of Mississippi, as well as a Juris Doctorate from the University of Memphis School of Law and a Masters of Law from Washington University School of Law. Additionally, he is an Accredited Investment Fiduciary® (AIF®). He held various executive positions in the retirement industry before joining Kestra Financial, most recently as the Director of Retirement Plan Consulting Services at Advisor Group.

“Retirement plans are an important piece of any financial advisor’s repertoire,” said Hammons. “Kestra Financial has set up a comprehensive support system for independent advisors involved in the retirement plan space. As someone who has dedicated their career to providing, improving and supporting retirement plans, I’m excited to work with a company so committed to helping advisors.”

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 1,800 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 also 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
Jen Diehl, 610-228-2124
kestra@gregoryfca.com

Release Summary

Kestra Financial Hires Taylor Hammons as Head of Retirement Plans

Contacts

Gregory FCA for Kestra Financial
Jen Diehl, 610-228-2124
kestra@gregoryfca.com