BusinessWire

Kestra Financial Recruits Rapidly Expanding Ivory Wealth Management

$214 million firm selects partner to fuel growth, enhance advisor service and recruitment efforts

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, Inc. (Kestra Financial), an industry-leading independent advisor platform, announces the addition of Ivory Wealth Management out of Essex, Connecticut.


Led by Founder and President Charles Crilly, Ivory Wealth Management specializes in offering personalized wealth management services to both individuals and companies. Crilly is joined by Jeremy Soboleski, Senior Vice President and Financial Advisor; Kathy Hofmann, Operations Manager; Tiffany Knoop, Vice President and Financial Advisor; and Quentin D. Elliott, Senior Vice President and Fixed Income Strategist.

“Charles’ steadfast commitment to personalized client service was evident from our first meeting,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “The team at Ivory Wealth Management has built an exceptional practice by continuously innovating their offerings for clients, most recently within their retirement plan division. Through our partnership, we are confident they will now have the right tools in place to provide even better service and further expand their business.”

The professionals of Ivory Wealth Management collectively oversee $214 million in assets. The firm was named to WealthManagement.com’s 2019 Thrive list of fastest-growing advisory firms.

“Our firm is at a pivotal point in its history. We’ve grown significantly over the years and need a partner equipped to support our ambitions for future success,” said Crilly. “From cutting-edge technology integrations to operational know-how, Kestra Financial’s resources quickly proved to be the right fit.”

About Kestra Financial

Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.

Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC; all federally registered investment advisers.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ivory Wealth Management is not affiliated with Kestra IS or Kestra AS.

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


Contacts

Gregory FCA for Kestra Financial
Jen Diehl, 610-228-2124
kestra@gregoryfca.com