AUSTIN, TX – (BUSINESS WIRE) – July 20, 2021–

Moore Private Banking Group, a wealth management firm based in Cleburne, Texas, has joined Kestra Financial, a leading wealth management platform for independent finance professionals.

Moore Private Wealth Group is led by husband-wife duo Jay and Brooke Moore, who have over 30 years of combined experience in the financial services industry. The team offers holistic financial advice, portfolio management and a wide range of insurance services.

“Jay and Brooke are exactly the type of finance professionals we are looking to partner with,” said Daniel Schwamb, executive vice president of business development at Kestra Financial. “They are relationship-oriented, very experienced and have a well-established business with vast potential for growth. Their common Texan roots are an added bonus!

Moore Private Wealth Group professionals collectively oversee approximately $ 153 million in client assets.

“We were drawn to Kestra Financial for a number of reasons,” said Jay Moore, senior financial advisor at Moore Private Wealth Group. “They have the scale and the resources to support our business while being nimble enough to deliver high quality, people-focused service. In addition, their unwavering commitment to entrepreneurship has been a huge draw to us. We wanted to have access to cutting-edge technological tools and business advisory services without sacrificing our independence as financial professionals.

About Kestra Financial

Kestra Financial, a division of Kestra Holdings encompassing broker and branded investment advisors Kestra, provides a leading independent wealth management platform that empowers independent and sophisticated financial professionals, including traditional RIAs and hybrids, to prosper, grow and provide a superior customer service. With a culture rich in reinvention, Kestra Financial has developed integrated business management technology which, combined with its personalized advisory services, provides exceptional scale and efficiency.

Based in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The company helps more than 1,800 independent financial professionals provide their clients with comprehensive securities and investment advisory services.

The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member of FINRA / SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered by duly authorized representatives of Kestra AS or Kestra PWS. With the exception of the referenced Kestra companies, Kestra IS, Kestra AS or Kestra PWS are not affiliated with other entities referenced in this publication.

For more information on Kestra Financial, please visit www.kestrafinancial.com.

View source version on businesswire.com:https://www.businesswire.com/news/home/20210720005457/en/

CONTACT: Media:

Gregory FCA for Kestra Financial

Jill Fritz, 484-832-7034

[email protected]

KEYWORD: UNITED STATES NORTH AMERICA TEXAS

INDUSTRY KEYWORD: FINANCING OF PROFESSIONAL SERVICES

SOURCE: Kestra Financial

Copyright Business Wire 2021.

PUB: 07/20/2021 9:00 a.m. / DISC: 07/20/2021 09:02 a.m.

http://www.businesswire.com/news/home/20210720005457/en

Copyright Business Wire 2021.


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