Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Company doubles down on growth strategy with Langlois who brings decades of wealth management experience; James Poer to remain CEO of the parent company, Kestra Financial, Inc.

AUSTIN, Texas--()--Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial. In this role, Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment advisers.

His responsibilities will include driving Kestra Financial’s revenue growth, executing and expanding the company’s existing growth strategy, and furthering the continued evolution of Kestra Financial’s value proposition. Further, Langlois will provide a deep and singular focus on delivering technology and wealth management platform innovation and enhancing practice management solutions for the Kestra Financial platform.

“One of our key priorities in serving the independent financial professionals on our platform is to add firepower to our leadership team and deepen our talent pool,” said James Poer, CEO of Kestra Financial, Inc. “Stephen comes to Kestra Financial with a 360-degree view of independent financial professionals, having helped fuel the growth of their businesses for over 20 years. With a keen eye on how fintech can deepen the value we deliver, Stephen is unequivocally qualified to design, define, and deliver the future state of our platform as president. I have no doubt he will excel and take the company to new heights while inspiring confidence in our staff and championing Kestra Financial’s culture of professionalism, service, accountability, and teamwork.”

Langlois will report to Poer who will continue to serve as CEO of Kestra Financial, Inc. and provide the overarching direction and leadership to execute the strategic vision for its network of companies: Kestra Financial, H. Beck, Arden Trust Company, and Bluespring Wealth Partners.

“From the beginning, I was attracted to Kestra Financial because of its innovative spirit, market position, and high potential for growth,” said Langlois. “I was also struck by the strength of the company culture as well as the level of commitment and engagement between the home office staff and the financial professionals they serve. Their intense focus and drive are remarkable and relatively unique in our industry.”

Prior to joining Kestra Financial, Langlois held senior positions at leading wealth management firms, including eMoney Advisor, Fidelity Investments, and LPL Financial. A results-oriented leader, Langlois has a combination of strong strategic and analytical skills, a keen sense of client and team, and a practical aptitude for driving growth and creating value.

“Throughout my career, I’ve developed a deep appreciation for the work financial professionals do and how a partner like Kestra Financial can help them grow their firms, become more efficient, and above all, better serve their clients,” said Langlois. “I have tremendous respect for James and his team and am honored and privileged to work alongside them to pursue and execute on the company’s bedrock mission of empowering advisor success.”

About Kestra Financial

Kestra Financial, a division of Kestra Financial, Inc. encompassing the Kestra-branded broker-dealer and investment advisers, 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.

The Kestra Financial division includes 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.

About Kestra Financial, Inc.

Kestra Financial, Inc. offers industry-leading wealth management platforms for independent wealth management professionals 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 financial professional needs to succeed in the market now and in the years to come.

Kestra Financial, Inc. companies collectively oversee $113 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals 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
Leah Katsanis, 610-200-0564
kestra@gregoryfca.com

Release Summary

Kestra Financial nabs industry leader, Stephen Langlois, as President

Contacts

Gregory FCA for Kestra Financial
Leah Katsanis, 610-200-0564
kestra@gregoryfca.com