Experience

Kestra Financial

• United States
• Financial Services
• 200 - 300 Employee

• CEO, Private Wealth Services

  • Apr 2016 - Present

  Stand-alone RIA, part of the robust Kestra Financial platform. Kestra PWS provides wirehouse advisors the best in class, full service path to independence and true business ownership. Fully integrated Registered Investment Advisor. Setting Experience Free. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC, an affiliate of Kestra Investment Services, LLC.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra PWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000. Show less



Washington Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• CEO

  • Nov 2011 - Apr 2016



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Regional Business Development

  • Jun 2008 - Jul 2011



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Private Banker

  • Apr 2002 - Jun 2008



Donaldson, Lufkin & Jenrette

• Investment Banking
• 1 - 100 Employee

• Private Banker

  • Aug 1999 - Apr 2002