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Kestra Financial announced a record year for hiring in 2022, adding $3 billion in new assets in the first quarter of 2023.

According to the company, the average output of the 26 financial professionals who joined Kestra in the first three months of this year exceeded $790,000.

Advisors participating in Kestra are either Kestra Financial or Kestra Private Wealth Serviceis a registered investment management subsidiary offering a full-service approach that includes real estate, facilities, compliance and technology advice.

The latest additions are:

  • Todd Mittman, Jeremy Reese and Ann Dickersonof Element Wealth Advisor;
  • Andy Ellermanof wealth of the first city;
  • Elwes Johnsonof Johnson Wealth Advisors;
  • Dax Simmons, blake rolls, Casey Fry and Carrie Coconnorof Simmons Wealth Management;
  • Rob Pellerof Peller Wealth Management;
  • Ryan Wise,participant Centura Advisors;
  • Doron Mansoorof prosperous private property;
  • Joseph Battagliniof Battalini & Co.; and
  • Matthew Donahue, Ken Hamilton, Jason Dufour and Andrew Passof mission financial planner.

Participating in Kestra Private Wealth Services are:

  • Dee Buckminster, Austin Palmer, Benjamin McDonald, Bryant Trombly, Amir Dadaboy, Nicholas Gernhardt and Keith Stabacevskyof Destination Wealth Advisor;
  • Richard Smithof Inspired property planning; and
  • John Perilloof Afidare Private Wealth Management.

“Over the years, we have cultivated a unique approach to independent space with a thoughtfully designed ecosystem of resources to provide financial professionals and their clients with superior products while We have been nimble enough to support individual needs.” Daniel SchwambKestra’s executive vice president of business development said in the announcement:

Austin, Texas-based Kestra Financial, which includes Kestra Private Wealth Services, Kestra Advisory Services, and Kestra Investment Services, currently employs over 1,700 independent financial professionals.



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