Kestra Financial Employee Directory

Financial ServicesTexas, United States201-500 Employees

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. 

Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly. 

Meet Kestra at KestraFinancial.com.

Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.

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.

Find Kestra Financial employees' phone numbers or email addresses

Kestra Financial Global Highlights

North America
723

United States Of America
719
Canada
3
Mexico
1

Europe
6

United Kingdom Of Great Britain And Northern Ireland
4
Lithuania
1
Finland
1

Asia
4

India
4

Africa
1

Nigeria
1

Oceania
1

Australia
1

Kestra Financial's Leadership

J. B.
CFO
Mobile Phone
Email
R. K.
Vice President | Business Development
Mobile Phone
Email
F. K.
Vice President Of Business Development
Mobile Phone
Email
W. M.
VP Finance
Mobile Phone
Email
J. V. A.
Head Of Wealth Management, Executive Vice President
Mobile Phone
Email
J. H.
Head Of Planning, Wealth Management
Mobile Phone
Email
T. H.
Head Of Retirement Plans
Mobile Phone
Email
L. C.
Head Of Marketing
Mobile Phone
Email

Kestra Financial Employee Metrics

100%

50%

0%

2024

2023

Engineering
Analytics
Accounting
Finance
Operations
Other

Contact profiles from Kestra Financial

Name

Title

Contact Info

Location

Last Update

S. L.
President
Mobile Phone
Email
United StatesTexas
Dec 09, 2024
R. B.
Ceo, Private Wealth Services
Mobile Phone
Email
United StatesCalifornia
Jul 05, 2024
J. B.
CFO
Mobile Phone
Email
United StatesTexas
Dec 06, 2024
J. P.
President & Ceo
Mobile Phone
Email
United StatesTexas
Dec 09, 2024
C. L.
Executive Assistant To The President And Evp Of Wealth Management
Mobile Phone
Email
United StatesTexas
Oct 23, 2024
G. C.
President, Chief Executive Officer, Chief Investment Strategist
Mobile Phone
Email
Oct 17, 2024
G. V.
Managing Partner - Weath Advisor - Heritage Wealth Management Group
Mobile Phone
Email
Oct 17, 2024
J. O.
Managing Partner At O'keeffe Financial Partners Llc & Financial Advisor
Mobile Phone
Email
United StatesNew Jersey
Nov 25, 2024
K. E.
Partner
Mobile Phone
Email
Oct 16, 2024
K. C.
Executive Vice President + Chief Operating Officer
Mobile Phone
Email
United StatesTexas
Dec 09, 2024

Frequently Asked Questions

What is Kestra Financial known for?

Kestra Financial operates in the Financial Services industry. The company's main headquarters is located in 5707 Southwest Parkway Building 2 Suite 400 Austin, TX 78735 US; you can contact the main corporate office by phone at

+1-800-880-****

. Explore Kestra Financial's company overview page for more information.

What is Kestra Financial's most common email format?

Kestra Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kestra Financial email formats with LeadIQ.

How many employees does Kestra Financial have currently?

Kestra Financial has approximately 380 employees as of November 2024. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Kestra Financial's key employees and leadership?

As of November 2024, Kestra Financial's key employees include:

CFO: J. B.
Vice President | Business Development: R. K.
Vice President Of Business Development: F. K.
VP Finance: W. M.
Head Of Wealth Management, Executive Vice President: J. V. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking