Kestra Financial in the news

Kestra Financial appointed Kelly Apple as Head of Wealth Management to lead the firm's evolving wealth management strategy, focusing on strengthening and expanding investment, planning, and advisory capabilities for advisors.

Kestra Financial acquired Ecclesiastes Wealth Partners, a Texas-based wealth management firm with over $550 million in assets.

Ecclesiastes Wealth Partners joined Kestra Financial, Mesirow hired Mark K Nichol as a wealth advisor, and Global Atlantic appointed Dan Farrelly to lead independent marketing and broker-dealer channels.

Kestra Financial added Ecclesiastes Wealth Partners, an independent financial advisory firm managing $550 million in client assets, to its platform.

Kestra Financial added Ecclesiastes Wealth Partners, a wealth management firm overseeing approximately $550 million in client assets, to its independent advisor platform, providing access to technology and resources while maintaining Ecclesiastes' independent operations.

Kestra Financial has integrated Ecclesiastes Wealth Partners, adding $550 million in client assets and expanding its network of planning-focused practices.

Kestra Financial onboards Ecclesiastes Wealth Partners, a $550 million wealth management firm, providing them with enhanced resources and technology while maintaining their independence.

Kelly Apple, previously with BlackRock, has been appointed Head of Wealth Management at Kestra Financial to enhance its advisory services.

Rocco Russo joins HF3 Wealth Partners, enhancing its services for federal employees and business owners in the Washington, D.C. area, supported by Kestra Private Wealth Services.

Kestra Financial named Kelly Apple as the new Head of Wealth Management, aiming to enhance its advisory capabilities and support for financial advisors.

Kestra Financial appointed former BlackRock executive Kelly Apple as head of wealth management to support its growth.

Kestra Financial has appointed Kelly Apple as its new Head of Wealth Management to lead the integration and growth of its wealth management services and advisor support.

Kestra Financial appointed Kelly Apple, a former BlackRock executive, as head of wealth management to lead its investment, planning, and advisory operations.

Kestra Financial appointed Kelly Apple as its new head of wealth management, tasking her with developing investment, planning, and advisory functions across the firm.

Kestra Financial appointed Kelly Apple as Head of Wealth Management to lead the expansion of its investment, planning, and advisory capabilities.

Kestra Financial named Kelly Apple as head of wealth management, bringing two decades of experience to lead investment and advisory teams across the firm.

Kestra Financial appointed Kelly Apple as Head of Wealth Management to lead the firm's wealth management business and strengthen its advisory capabilities.

Kestra Financial appointed Kelly Apple as its new head of wealth management to oversee operations and enhance advisor support.

Kestra Financial appointed Kelly Apple, formerly of BlackRock, to lead its wealth management division.

Kestra Financial named Kelly Apple as its new Head of Wealth Management to lead the next phase of its wealth management business.