Kestra Financial

Happy Holidays from everyone at Kestra Financial! During these end-of-year moments that drive reflection, we always want to thank our advisors for their dedication, creativity, and teamwork—you're the reason we can achieve so much together. We hope you're taking this time to rest and enjoy with your loved ones.

Congratulations are in order for our fantastic Director of Regulatory Compliance, Shawn Washington Bostic, DM, who was named on the InvestmentNews 2024 Financial Professional Hot List! Shawn plays a vital role by ensuring regulatory requests are made swiftly and thoroughly. We are so grateful to have her on the Kestra team. Join us in celebrating Shawn on this milestone, and read more about this year's winners: https://lnkd.in/gSQH2fPJ

We love any chance to connect with colleagues from across the Kestra ecosystem of businesses—especially when there’s a celebration involved! This year’s holiday party was a great reminder that we are all one team, coming together to accomplish our goals while having fun along the way. Cheers to the holidays! 🎄

🏆 The accolades keep coming! Our Digital Account Opening offering has won this year's ThinkAdvisor Luminaries Award in the Broker-Dealers Firm Innovation category. Congratulations to the entire team for their hard work on this offering, which has streamlined the process of adding new client accounts through increased efficiency, speed, reduced paperwork, and enhanced training. Read the complete list of 2024 Luminaries winners: https://lnkd.in/g82G6s5a

#KestraAscend2025 is just around the corner, and this year, we’re going Beyond the Horizon! Last year, CEO James Poer challenged us to think bigger, and this year, we’re offering even more opportunities to learn, connect, and grow. From visionary speakers to hands-on sessions, this is where the future of wealth management takes shape.

We're pleased to announce that Kestra Financial partner Coastline Wealth Management has increased its assets under management to $3.5 billion with partial acquisitions of Myles Wealth Management and Stensland Financial Group. Read more about the news: https://lnkd.in/erKtQvZ8

Congratulations are in order to our wonderful Chief Operating Officer, Kris Chester, who was just named one of Wealth Solutions Report's Top 5 Wealth Management COOs! 🏆 Kris is an integral part of our leadership team, always ensuring that Kestra Financial is well-positioned to provide our advisors with high-quality service and support experience while overseeing the simplification and streamlining of business processing. Read more about the recognition: https://lnkd.in/gaYShcNm

Wealth Solutions Report honors the winners of the COO 5: Top Wealth Management Chief Operating Officers of 2024:  Kris Chester, EVP and COO at Kestra Financial Patrick Farrell, CPA/PFS™, President and COO at Sound Income Group Dan Tobin, COO at Carson Group Tarah Williams, President and COO at Prospera Financial Michael Zebrowski, COO at Docupace https://lnkd.in/gaYShcNm #WealthSolutionsReport #WealthManagement #COO #Operations

Major shout out to Sunaina Raju, Director of Data Governance at Kestra Financial, for sharing her data quality and data governance insights today at the Databricks World Tour in Atlanta. 🔥 What a great session! Want to learn more about Databricks + Monte Carlo? Head here: https://lnkd.in/ezuxdkxj #DBXWorldTour #datagovernance #dataquality #dataengineering #AI

This is an important #WealthWisdomWednesday! As the year wraps up, Kestra partner Jonathan I. Shenkman, AIF®, President and CIO of ParkBridge Wealth Management, recaps key wealth management reporting deadlines. Timely reporting helps ensure your financial strategies are on track for a successful new year. What steps are you taking to prepare for year-end? Read more from Jonathan in Forbes: https://lnkd.in/e8HYkRwr