Kestra Financial, a wealth management platform, based in Austin, Texas, completed 13 pazrtnership deals in the third quarter of this year, adding $2.3 billion to its wealth management network of firms, the firm announced Thursday.
The transactions have a total of 21 new financial professionals.
The additions are:
- Aaron DelSignore, Abundance Wealth Solutions
- Brad Baker, Baker Asset Management
- Athishay Gangadharan, Craig Petrassi and Howard Reizun, Evoke Wealth Management
- Jayne Di Vincenzo, Fiduciary EDGE Advisors
- Amy Patin, First Investment Services
- Chris Heilman and Ron Kiser, Freedom Fiduciary Advisors
- Ben Coker joined Corporate Financial Services
- Hugh Hale joined oXYGen Financial
- Kevin Adleman and Kevin Thomas, Ignite Wealth Plnning
- Lee Greer, Lee Greer Wealth Management
- Jeremy Walker, Maverick Wealth Management
- Brendan Duggan and Liz Lopez, Prominent Peak Wealth Management
- Ronette Santos, independent financial advisor
- Betty Schuster, Schuster Financial Services
- Sean Styron joined Mainstreet Financial Group
- Gary Kiemele, WestPeak Private Wealth.
“After an unprecedented year in 2020, the wealth management landscape has stabilized and experienced robust growth amid heightened demand for financial advice,” Daniel Schwamb, executive vice president of business development at Kestra Financial, said in a statement. “This has led many financial professionals to seek higher-touch support that both expands their capabilities and enhances their client service.”
In the past year, Kestra Financial has added 51 financial professionals with a total of approximately $4.35 billion in assets to its network.