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Kestra Private Wealth Services Employee Directory

Financial ServicesTexas, United States11-50 Employees

Kestra Private Wealth Services, based in Austin, Texas, operates as a subsidiary of Kestra Financial, Inc., within the financial services industry. It specializes in assisting financial advisors who aim to move from traditional wirehouses to independent practice, offering guidance before, during, and after the transition. The firm emphasizes a collaborative approach, dedicating resources to help advisor partners establish and grow their own independent businesses. It sits within a broader Kestra ecosystem that includes affiliated platforms for investment, advisory, and institutional services. In March 2026, Kestra PWS announced the launch of Timeless Private Wealth, an independent advisory practice based in North Carolina and serving clients across the Southeast. This development illustrates the firm’s ongoing efforts to expand its independent-advisory offerings.

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

Kestra Private Wealth Services Global Highlights

Location
Employees

North America
26

Minus sign iconPlus sign icon
  • United States Of America
    26

Kestra Private Wealth Services's Leadership

  • Chief Administrative Officer, Executive Director at Kestra Private Wealth Services
    S. T.
    Chief Administrative Officer, Executive Director
    Mobile Phone
  • President Onboarding at Kestra Private Wealth Services
    M. H.
    President Onboarding
    Mobile Phone
  • President Sales Supervision at Kestra Private Wealth Services
    M. M.
    President Sales Supervision
    Mobile Phone
  • Head Of Cyber Security And Risk Chief Information Security Officer Ciso at Kestra Private Wealth Services
    K. W.
    Head Of Cyber Security And Risk Chief Information Security Officer Ciso
    Mobile Phone
  • Executive Vice President Strategic Initiatives at Kestra Private Wealth Services
    J. V.
    Executive Vice President Strategic Initiatives
    Mobile Phone
  • Assistant Vice President, Technology at Kestra Private Wealth Services
    N. T.
    Assistant Vice President, Technology
    Mobile Phone
  • Director Of Software Engineering at Kestra Private Wealth Services
    B. B.
    Director Of Software Engineering
    Mobile Phone
  • Manager, Licensing & Registration Compliance at Kestra Private Wealth Services
    V. H.
    Manager, Licensing & Registration Compliance
    Mobile Phone

Kestra Private Wealth Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Finance
  • Other
  • Legal
  • Program & Project Management
  • Consultant

Contact profiles from Kestra Private Wealth Services

Name
Title
Contact
Location
Last Update
  • Head Of Cyber Security And Risk Chief Information Security Officer Ciso at Kestra Private Wealth Services
    K. W.
    Head Of Cyber Security And Risk Chief Information Security Officer Ciso
    Mobile Phone
    Sep 23, 2024
  • President Onboarding at Kestra Private Wealth Services
    M. H.
    President Onboarding
    Mobile Phone
    Oct 22, 2024
  • President Sales Supervision at Kestra Private Wealth Services
    M. M.
    President Sales Supervision
    Mobile Phone
    Oct 17, 2024
  • Executive Vice President Strategic Initiatives at Kestra Private Wealth Services
    J. V.
    Executive Vice President Strategic Initiatives
    Mobile Phone
    Oct 23, 2024
  • Assistant Vice President, Technology at Kestra Private Wealth Services
    N. T.
    Assistant Vice President, Technology
    Mobile Phone
    Aug 31, 2026
  • Director Of Software Engineering at Kestra Private Wealth Services
    B. B.
    Director Of Software Engineering
    Mobile Phone
    Sep 24, 2024
  • Manager, Licensing & Registration Compliance at Kestra Private Wealth Services
    V. H.
    Manager, Licensing & Registration Compliance
    Mobile Phone
    Oct 02, 2025
  • Analyst at Kestra Private Wealth Services
    G. M.
    Analyst
    Mobile Phone
    Oct 21, 2024
  • L&r Analyst at Kestra Private Wealth Services
    M. B.
    L&r Analyst
    Mobile Phone
    Oct 23, 2024
  • Chief Administrative Officer, Executive Director at Kestra Private Wealth Services
    S. T.
    Chief Administrative Officer, Executive Director
    Mobile Phone
    Jun 24, 2026

Frequently Asked Questions

What is Kestra Private Wealth Services known for?

Minus sign iconPlus sign iconKestra 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?

Minus sign iconPlus sign iconKestra Private Wealth Services employees' email format typically follows the pattern of First.Last@kestrafinancial.com. 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?

Minus sign iconPlus sign iconKestra Private Wealth Services has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Chief Administrative Officer, Executive Director: S. T.
  • President Onboarding: M. H.
  • President Sales Supervision: M. M.
  • Head Of Cyber Security And Risk Chief Information Security Officer Ciso: K. W.
  • Executive Vice President Strategic Initiatives: J. V.

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