An industry-leading independent broker dealer for over 20 years, Kestra Financial leads the industry in wealth management, practice enrichment, service and technology solutions.

Finance

Kestra Financial

Kestra Financial's headquarters in Austin, TX, United States

James Poer

Mike Pedlow

Angela Xavier

Ashish Shrivastava

Christine E. Brown

Ryan Cooper

Walt Miller

Laura Coulston

Jyl Brown

Jacob Beach

James Collins

Mark Schoenbeck

Robert Bartenstein

This department manages the onboarding process and operations to ensure a smooth transition for new hires into the organization.

Onboarding Operations

This department provides expertise and services related to managing and growing client wealth.

Wealth Management

The Business Development Team at Kestra Financial focuses on identifying and onboarding new financial advisors and firms to expand the company's network. They strategize and execute plans to enhance market presence, build strong relationships with potential partners, and drive growth by leveraging Kestra’s wealth management, practice enrichment, service, and technology solutions.

Business Development Team

This department focuses on identifying growth opportunities and building strategic partnerships to enhance the organization's market presence.

Business Development

This department is responsible for managing and enhancing client relationships and ensuring satisfaction with services provided.

Client Services

This department provides investment advice and services to clients, focusing on tailored financial strategies and portfolio management.

Kestra Financial

Org chart

Teams

Onboarding Operations

Wealth Management

Business Development Team

Business Development

Client Services

Investment Advisory

Offices

Kestra Financial

Org chart

Teams

Onboarding Operations

Wealth Management

Business Development Team

Business Development

Client Services

Investment Advisory

Offices

Related companies