At Kestra Financial, we’re regularly looking to partner with sophisticated, upstream independent advisors eager to grow their business. 2017 presented no shortage of these opportunities, as we were lucky enough to have met and onboarded several talented advisors and their teams.Read More
As senior vice president of Business Development, Daniel uses his firsthand experience as a former financial advisor to relate to prospective recruits, to listen to their day-to-day challenges, and to unlock their critical expectations for a successful broker-dealer and RIA relationship. He actively identifies, selects, and recruits independent advisory firms to Kestra Financial, looking for those ideal prospects who are seeking a consultative, accessible, world-class partner to help them take the next leap forward.
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