Kestra Private Wealth Services Employee Directory

Financial ServicesTexas, United States51-200 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

Location
Employees

North America
23

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  • United States Of America
    23

Kestra Private Wealth Services's Leadership

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    R. B.
    Ceo, Private Wealth Services
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    S. W.
    Coo/ Managing Director
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    M. H.
    President Onboarding
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    J. V.
    Executive Vice President Strategic Initiatives
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    N. T.
    Assistant Vice President, Technology
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    B. B.
    Director Of Software Engineering
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    J. L.
    Manager
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    V. H.
    Manager, Licensing & Registration Compliance
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Contact profiles from Kestra Private Wealth Services

Name
Title
Contact Info
Location
Last Update
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    M. B.
    L&r Analyst
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    Oct 23, 2024
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    C. K.
    Manager Of Pws Field Operations
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    United StatesTexas
    Nov 14, 2025
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    I. M.
    Pws Analyst
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    United StatesTexas
    Oct 26, 2025
  • Stylized image of a person
    S. K.
    Kpws Field Ops Specialist
    Phone icon
    United StatesTexas
    Oct 24, 2025

Frequently Asked Questions

What is Kestra Private Wealth Services known for?

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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?

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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?

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Kestra Private Wealth Services has approximately 51 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, Kestra Private Wealth Services's key employees include:

  • Ceo, Private Wealth Services: R. B.
  • Coo/ Managing Director: S. W.
  • President Onboarding: M. H.
  • Executive Vice President Strategic Initiatives: J. V.
  • Assistant Vice President, Technology: N. T.

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