Kestra Financial Hires Joe Line as Vice President of Business DevelopmentAUSTIN, Texas--Kestra Financial, Inc. (Kestra Financial), an industry-leading independent advisor platform, today announced the hire of accomplished financial sales professional Joe Line as its new Vice President of Business Development.
Throughout his expansive career, Line has consistently been a top performer in national business development efforts and has successfully contributed to the growth of numerous financial and technology firms. At Kestra Financial, he will be responsible for recruiting seasoned advisors to the firm’s platform, actively building the centers of influence pipeline, executing home office visits, and managing the advisor relationship through the onboarding process.
“Joe is a driven, resolution-oriented financial services executive with a history of delivering results,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “His deep expertise, unparalleled work ethic, and people-focused approach will be integral in driving our team’s recruitment momentum and increasing the national footprint of Kestra Financial.”
Prior to joining Kestra Financial, Line served as Senior Vice President at Wells Fargo FiNet where he managed a nine-state region and grew the average recruited revenue in his territory by over 500% during his five-year employment. He also held senior level positions at LPL Financial from 2002 to 2014 and Merrill Lynch from 2000 to 2002. Over the course of his career, Line has been recognized for several workplace awards, including the President's Circle Award and Sales Associate of the Year Award.
“I am honored to join an advisor-centric and forward-looking company like Kestra Financial,” said Line. “Having spent my entire career in business development, I am confident my skillset and experience will contribute to Kestra Financial’s steep growth trajectory.”
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.
Gregory FCA for Kestra Financial
Jill Fritz, 215-240-6398