Kestra Private Wealth Services Welcomes Jordan Cantrell to Independence, Founder of Timeless Private Wealth

Veteran advisor brings multigenerational industry perspective and transition-focused planning approach to independent channel

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced that Jordan Cantrell has joined the firm and launched Timeless Private Wealth, an independent advisory practice based in North Carolina and serving clients across the Southeast.

Cantrell chose to pursue independence after more than a decade in the financial services industry, drawing inspiration from her family’s 43-year legacy in the profession and a deep commitment to helping clients navigate pivotal life and financial transitions. At Timeless Private Wealth, she is building a virtual family office centered on comprehensive financial planning, coordinating all aspects of a client’s financial life through a single, personalized approach.

Cantrell’s advisory work is shaped by the moments when financial decisions intersect most closely with personal change, such as sudden wealth events, transitions following divorce or widowhood, business owners preparing for exits, and clients entering a “rewirement”— a term coined by Modern Elder, meant to describe an intentional shift toward work-optional living rather than traditional retirement.

“Jordan’s thoughtful, client-first philosophy and clear long-term vision for her business exemplify the kind of entrepreneurial leadership we are proud to support at Kestra Private Wealth Services,” said Rob Bartenstein, co-founder and president of Kestra PWS. “Her focus on guiding clients through life’s most meaningful transitions, combined with her commitment to building a deeply personalized service model, makes her an exceptional addition to our community.”

Cantrell conducted nearly two years of due diligence before selecting Kestra PWS as her independence partner, seeking a collaborative culture, operational depth, and the flexibility to expand how she connects with clients.

“Choosing independence was a deliberate and values-driven decision,” said Cantrell. “I wanted the freedom to communicate more creatively, deepen relationships, and build a true virtual family office that delivers an elevated experience for the families I serve. Kestra Private Wealth Services stood out for its people, culture, and commitment to helping advisors grow with intention.”

About Kestra Private Wealth Services

Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX and supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses. The firm’s platform is composed of its independent RIA and a broker-dealer to provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. The firm’s comprehensive support covers every detail of transition, from office setup to compliance, freeing advisors to focus on serving clients and growing their wealth management businesses. Kestra PWS has helped more than 125 financial professionals and more than 50 single- and multi-team offices across the country find independence with their full-service support model. For more information, visit http://www.kestrafinancial.com/private-wealth-services.

Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers independent financial professionals – including traditional and hybrid RIAs – to prosper, grow, and provide superior client service. Kestra Financial offers advisors and firms personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals, ultimately enabling their growth, success, and ability to best support their own 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 publication.