Tag : Kestra Private Wealth Services

Kestra Private Wealth Services Welcomes Rocco Russo to HF3 Wealth Partners
Finance Fintech News

Kestra Private Wealth Services Welcomes Rocco Russo to HF3 Wealth Partners

Business Wire
by Business Wire0
HF3 expands its team with the addition of Washington, D.C.-area advisor, strengthening its presence among federal employees and small business owners Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. that specializes in supporting breakaway advisors, announced that veteran advisor Rocco Russo has joined......
Kestra Private Wealth Services and Kindred Wealth Partners Welcome Kathryn McGough, JD, CFP®, to Independence
Finance Investments News

Kestra Private Wealth Services and Kindred Wealth Partners Welcome Kathryn McGough, JD, CFP®, to Independence

Business Wire
by Business Wire0
Attorney-turned-advisor brings deep estate planning expertise to the independent model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced that Kathryn McGough, JD, CFP®, has joined its community of independent financial professionals in partnership with Kindred Wealth Partners (Kindred), a Pennsylvania-based wealth management firm affiliated with......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Investment Services News

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Business Wire
by Business Wire0
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, , announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
by Fintech News Desk0
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
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