Kestra Private Wealth Services Employee Directory

Financial ServicesTexas, United States11-50 Employees

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.

Find Kestra Private Wealth Services employees' phone numbers or email addresses

Kestra Private Wealth Services Global Highlights

North America
28

United States Of America
28

Kestra Private Wealth Services's Leadership

R. B.
Ceo, Private Wealth Services
Mobile Phone
Email
S. W.
Coo/ Managing Director
Mobile Phone
Email
M. P.
Chief Compliance Officer
Mobile Phone
Email
M. H.
President Onboarding
Mobile Phone
Email
J. V.
Executive Vice President Strategic Initiatives
Mobile Phone
Email
N. T.
Assistant Vice President, Technology
Mobile Phone
Email
B. B.
Director Of Software Engineering
Mobile Phone
Email
J. L.
Manager
Mobile Phone
Email

Kestra Private Wealth Services Employee Metrics

100%

50%

0%

2026

2025

2024

Banking
Business Development
Finance
Accounting
Administrative
Other

Contact profiles from Kestra Private Wealth Services

Name

Title

Contact Info

Location

Last Update

R. B.
Ceo, Private Wealth Services
Mobile Phone
Email
United StatesTexas
Jan 29, 2026
S. W.
Coo/ Managing Director
Mobile Phone
Email
United StatesTexas
Jan 29, 2026
M. P.
Chief Compliance Officer
Mobile Phone
Email
United StatesTexas
Jan 29, 2026
M. H.
President Onboarding
Mobile Phone
Email
Oct 22, 2024
J. V.
Executive Vice President Strategic Initiatives
Mobile Phone
Email
Oct 23, 2024
N. T.
Assistant Vice President, Technology
Mobile Phone
Email
Oct 21, 2024
B. B.
Director Of Software Engineering
Mobile Phone
Email
Sep 24, 2024
J. L.
Manager
Mobile Phone
Email
United StatesTexas
Feb 21, 2024
V. H.
Manager, Licensing & Registration Compliance
Mobile Phone
Email
Oct 02, 2025
L. S.
Registered Representative
Mobile Phone
Email
United StatesTexas
Jan 29, 2026

Frequently Asked Questions

What is Kestra Private Wealth Services known for?

Kestra Private Wealth Services operates in the Financial Services industry. Explore Kestra Private Wealth Services's company overview page for more information.

What is Kestra Private Wealth Services's most common email format?

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

How many employees does Kestra Private Wealth Services have currently?

Kestra Private Wealth Services has approximately 14 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Kestra Private Wealth Services's key employees and leadership?

As of January 2026, Kestra Private Wealth Services's key employees include:

Ceo, Private Wealth Services: R. B.
Coo/ Managing Director: S. W.
Chief Compliance Officer: M. P.
President Onboarding: M. H.
Executive Vice President Strategic Initiatives: J. V.

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