Davis Advisory Group Joins Kestra Financial
AUSTIN – Feb 27 – Industry-leading independent advisor platform Kestra Financial, Inc. (Kestra Financial), today announced the addition of the Davis Advisory Group of Albuquerque, N.M.
Led by the mother and son duo, Pamela and Chris Davis, the professionals of Davis Advisory group oversee approximately $110 million in assets under management.
“Our firm was founded with the underlying mission to commit to excellence in everything we do and to exceed client expectations at all turns,” said Pamela Davis. “With that in mind, we hand-picked Kestra Financial as our partner because of its mission to empower advisors coupled with its culture and industry prowess.”
With over two decades of experience, Pamela has developed a specialized focus on retirement planning, long-term care and Medicaid planning.
“Kestra Financial’s cutting-edge technology and industry aptitude will be the key drivers of our business growth in the years to come,” said Chris Davis, Owner of Davis Advisory Group. “Most importantly, with Kestra Financial’s support, we’ll be able to continue to do what we do best: serve our clients.”
Chris has over 22 years of extensive financial planning experience serving individuals, families and corporations alike.
“From the beginning, Pamela and Chris underscored their desire to partner with a firm that would bring forth next-level technology and advisory products,” said Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “With technology and service solutions as our core focal points, Pamela and Chris can continue to focus on their client-centric mission and deliver the high-caliber service that they’ve built their firm upon.”
Kestra Financial has seen an uptick in growth with recent additions including Carlson Asset Management and MidAtlantic Retirement Planning Specialists, as well as the acquisition of H. Beck, Inc.
About Kestra Financial
Kestra Financial, Inc. (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. For more information about Kestra Financial, please visit www.kestrafinancial.com.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. ACR#275540
Leah Katsanis, Gregory FCA for Kestra Financial