Provista Wealth Advisors, based in Greenville, S.C., has launched an independent financial advisory by affiliating with Kestra Private Wealth Services (PWS) LLC, a registered investment advisor subsidiary of Kestra Financial Inc., in Austin, Texas, according to a news release issued today.
Overseeing $590 million in client assets, Provista Wealth is also the largest addition to the Kestra platform as well, the company said.
Led by Derek Oglesby, Clarke Smith, Josh Paddock and Jason Buckley, the Provista Wealth team was formerly with Wells Fargo and specializes in personalized, high-touch financial planning for business owners and retirees.
In a prepared statement, Rob Bartenstein, senior managing director and CEO of Kestra PWS, said that it was rare to find a firm like Provista Wealth Advisors.
“The team is incredibly energized and youthful, with deeply rooted cultural values and a fervent commitment to excellence,” he said. “Derek, Clarke, Josh and Jason have considered independence for years and we are thrilled to be on their journey and ultimately, give them a place to call home.”
In the news release, Oglesby said that he and his team chose to partner with Kestra based on its technology and resources.
“Kestra PWS’s independent model allows us to step out from under the umbrella of a big bank and demonstrate the true extent of our team’s capabilities,” he said. “Rob and Scott share our commitment to providing exceptional services and this partnership offers a unique level of full-service support that will help us take our culture and boutique experience to the next level.”
In addition to the leadership team, Provista Wealth Advisors includes support staff Hayley Pandolph, May Reid and Andrew George.
Provista Wealth Advisors is Kestra PWS’s second office in South Carolina.
Kestra Private Wealth Services LLC is a hybrid registered investment advisor supporting fee- and transaction-based independent financial practices nationwide.