Kestra Financial closed 10 deals and recorded $1.4 billion in new recruitment assets during the first quarter of 2020.
“In spite of all the challenges COVID-19 has presented, wealth management professionals trust that Kestra Financial will provide them with the superior resources and hands-on support they need to run their businesses,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial.
Kestra Financial onboarded the following financial professionals during the first quarter of the year:
- Charles Crilly, Ivory Wealth Management
- Jennie Nelson and Jennifer Pena, Pursuit Wealth Planning
- Jeff Smith and Brian Thomas, OWL Private Wealth Advisors
- Darrell Phillips and Jeffrey Schober, joined Gallagher Benefits Solutions
- Jerry W. Lynn, Heritage Wealth Management
- Kenneth Rickens, Barbican Wealth Advisors
- David Brandt, joined California Wealth Transitions
- Nicholas Daniel, Spruce Financial
- Malcomb Massey and Phelps Massey, Corporate Financial Services
- Sean Russell and Philip Giammarino, joined Coastline Wealth Management
“Our platform is well-equipped to help financial professionals grow no matter the market climate,” said Schwamb. “We look forward to expanding our services and continuing this momentum for years to come.”
Learn more about how we empower success for wealth management professionals by visiting our website or calling us directly at 1-800-508-SOAR.
About Kestra Financial
Kestra Financial provides a leading independent wealth management 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, 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 professionals in delivering comprehensive securities and investment advisory services to their clients.
Kestra Financial is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this document.
For more information about Kestra Financial, please visit www.kestrafinancial.com.