Kestra Financial Announces Promotion of Amy Gordona to Senior Vice President of Marketing

Industry expert will align and enhance the marketing initiatives of all companies under the Kestra Financial, Inc. umbrella

AUSTIN, Texas--()--Kestra Financial, Inc. (Kestra Financial), an industry-leading wealth management firm, today announced the promotion of Amy Gordona to Senior Vice President (SVP) of Marketing.

In this new role, Gordona will report directly to Kestra Financial President and Chief Executive Officer, James Poer, and oversee the strategy, planning, and development of Kestra Financial’s marketing initiatives for its companies — Kestra Financial, Kestra Private Wealth Services, H. Beck, Bluespring Wealth Partners, and Arden Trust. Her responsibilities will include branding, advertising, communications, content, creative services, digital strategies, events, press relations, social media, and web initiatives.

Since joining Kestra Financial in 2017, Gordona has provided strategic leadership and delivered strong results utilizing a multifaceted approach. Her creative marketing campaigns and digital strategies have driven brand awareness while helping to transform the firm’s communications strategy and advisor engagement.

“It is with great pleasure that we announce the promotion of Amy Gordona to Senior Vice President of Marketing,” said Poer. “Amy has a talent for building strong teams and tackling business challenges through smart strategy, as well as a unique ability to translate that strategy into action and drive measurable impact across the business. I’m excited to see how her passion will fuel Kestra Financial’s marketing efforts as we continue to expand.”

Gordona has more than two decades of experience in the financial services industry, with a background in both sales and marketing. Prior to joining Kestra Financial, she held several diverse, senior-level marketing and communications positions at Fidelity Investments and John Hancock Investments.

“I am eager to begin the next phase of my journey at Kestra Financial,” said Gordona. “I’m fortunate to work for such an innovative and growing company, and I strive every day to make a positive impact that helps propel Kestra Financial forward. In this new enterprise position, I look forward to working with all of the companies under the Kestra Financial umbrella to align and enhance our collective marketing efforts, empowering advisor success for the benefit of all involved.”

About Kestra Financial, Inc.

Kestra Financial, Inc. offers industry-leading wealth management platforms for independent advisors nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every advisor needs to succeed in the market now and in the years to come.

Kestra Financial, Inc. companies collectively oversee $92 billion in assets under administration (AUA) and support more than 2,000+ independent financial advisors across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.

Kestra Financial, Inc. is the parent company of Arden Trust Company, Bluespring Wealth Partners, LLC, and Kestra Investment Services, LLC, member FINRA/SIPC, as well as H. Beck, Inc., member FINRA/SIPC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC and Kestra Institutional Services, LLC, all federally registered investment advisers.

Contacts

Gregory FCA for Kestra Financial, Inc.
Leah Katsanis, 610-228-2117
kestra@gregoryfca.com

Release Summary

Kestra Financial announces promotion of Amy Gordona to Senior Vice President of Marketing

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Contacts

Gregory FCA for Kestra Financial, Inc.
Leah Katsanis, 610-228-2117
kestra@gregoryfca.com