At #KestraAscend2025, we had the amazing opportunity to film our PWS On the Fly podcast in person with Gary Baker, Managing Partner and President of Undivided Wealth Management, LLC. It was so great to connect onsite amid all the Ascend energy! Check out the behind-the-scenes photo, and listen to previous PWS on the Fly episodes: https://lnkd.in/ef_Bt6Gt
Kestra Private Wealth Services
金融服务
Austin，TX 2,170 位关注者
Delivering the industry’s premier, full-service independent model, where independence meets peace of mind.
关于我们
As you exit the wirehouse, Kestra Private Wealth Services will help you prepare for starting your own, independent business at every step on your way to freedom. Our investment in you is every bit as critical as your investment in us. We don’t just sign up a financial advisor and it’s “on to the next.” We take in a select few and commit to giving them everything they need before, during, and after their transition into an independent success. Meet Kestra Private Wealth Services at www.kestrafinancial.com/partner-with-us/turnkey-model Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
- 网站
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https://www.kestrafinancial.com/partner-with-us/turnkey-model
Kestra Private Wealth Services的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Austin，TX
- 类型
- 私人持股
- 领域
- Wealth Management、Financial Services、Financial Planning和Investments
地点
Kestra Private Wealth Services员工
动态
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We are committed to challenging the double standard where certain behaviors are criticized when exhibited by women but praised when displayed by men. This disparity is especially evident for successful women, who face heightened scrutiny. We are proud to partner with numerous powerful, intelligent, and successful female advisors who continue to pave the way for the next generation of women in finance.
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Hearing from our CEO, Rob Bartenstein, and COO, Scott Wilson-?two incredible Kestra Private Wealth Services leaders-?is always inspiring. During #KestraAscend2025, they shared their thoughts on the future of wealth management, leadership, and client care. Their vision and dedication to the firm have shaped the path forward for Kestra PWS, and we are excited for what’s ahead!
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Did you celebrate #IWD25? In honor of the day – and of this year’s theme, “accelerating action” – we asked our community about the advice they’d share with young women in finance. Stephne Smith, Operations & Marketing Specialist for Buffalo Capital Manangement, encourages everyone to pursue their talents, regardless of any perceived constraints. What advice has helped you advance in your career? #InternationalWomensDay
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One of the highlights of #KestraAscend2025 was seeing our team come together in such an intentional way. Whether we were sharing insights during sessions or connecting over coffee, the energy and camaraderie were palpable. We’re grateful for the opportunity to network, strengthen our relationships, and remind ourselves that collaboration is at the heart of what we do.
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Reminiscing on all of the quality time the KPWS team spent with our fellow advisors and firm staff at #KestraAscend2025! Between the PWS Symposium, opening night dinner, main stages, breakout sessions and more, we had such an incredible time connecting with the advisors who make Kestra Private Wealth Services the firm it is today.
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Did you miss our latest episode of PWS on the Fly? CEO Rob Bartenstein and COO Scott Wilson sat down with Mike Davis, CFP? of Summiteer Financial, to discuss hot wealth management topics across breaking away from the wirehouse, elevating client service to drive growth, and advice if you're considering independence. Check out this clip from the conversation, and catch the full episode: https://lnkd.in/epZxiy_r
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A huge congrats to all of our social media contest winners who helped us spread the word about #KestraAscend2025! We can't wait to see what creative thoughts our advisors come up with next year...
The results are in... this year's #KestraAscend2025 social contest winners have been revealed! Kudos to the following who helped us be more social at our favorite gathering of the year. ?? Most Engagement: Mission Financial Planners, LLC, with a special shout-out to our most active social stars, Kenneth Hamilton, CFP?, RICP?, CSSCS?, CDFA? and Matt Donaghue, CFP?. ?? Most Creative: Mark Franczyk, CFP? of Christopher Street Financial, and Shamiah Naff, CFP? & Emilia Bailey of Oklahoma Financial Center. We can hardly wait for Ascend 2026 and see what all of our advisors have in store then. Congrats, all!
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Congratulations to Kestra PWS partner firm Element Wealth Advisors for being recognized as one of Forbes' Best-In-State Wealth Management Teams for 2025! We're extremely proud of the Element team for its dedication and expertise in providing its clients with best-in-class wealth management and financial planning services. Read more: https://lnkd.in/gDZwfYXS
Element Wealth Advisors is honored to share the exciting news that we have been recognized as one of Forbes' Best-In-State Wealth Management Teams for 2025. This accolade is a testament to our dedication to offering top-notch financial advice and tailored services to our clients. We want to express our sincere appreciation to our committed team members and loyal clients for their ongoing trust and encouragement. Your support is invaluable to us as we strive for excellence in all that we do. We are grateful for your partnership and look forward to the opportunity to continue serving you with the same level of quality and care. Read more on forbes.com #Forbes #WealthManagement #BestInState #ElementWealthAdvisors
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#KestraAscend2025 kicked off with some good old-fashioned fun and competition with our fellow advisors, home staff, and sponsors!
Wishing we were back on the golf course or pickleball courts with our #KestraAscend2025 attendees! Check out some highlights from our opening day golf and pickleball tournaments last Tuesday, it truly was one for the books ? ??
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