Kestra Financial Recruits Merrick Financial Group
AUSTIN, Texas-¬¬-Industry-leading independent advisor platform, Kestra Financial, Inc. (Kestra Financial), today announced the addition of Merrick Financial Group.
Based in Merrick, N.Y., Merrick Financial Group was founded in 2006 by Eric G. Moore, a 21-year veteran of the financial services industry. Eric, along with his partner, Michael Blake, and associate, Allison Hudson, oversee the firm’s full range of wealth management services. Merrick Financial Group has a specialized focus on serving both active and retired members of the law enforcement community, a niche derived from Michael’s 27-year career in the NYPD.
“We founded our firm with the unwavering commitment to provide clients a top-quality level of service,” said Moore. “With that principle as our foundation, we chose to partner with Kestra Financial, knowing the firm’s robust technology platform and practice enrichment tools would ensure our clients are receiving superior service day in and day out.”
The advisors at Merrick Financial Group oversee $142 million in assets under management.
“Kestra Financial is dedicated to empowering sophisticated wealth management firms like Merrick Financial Group to grow their business,” said Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “We’re proud to partner with Eric and his team on their next phase of business growth and are confident that our cutting-edge technology solutions and consulting services will propel the firm to the next level, while allowing the team to remain nimble enough to serve the unique needs of the law enforcement community.”
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.
Merrick Financial Group offers securities 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. The Merrick Financial Group is not affiliated with Kestra IS or Kestra AS.
Gregory FCA for Kestra Financial
Leah Katsanis, 610-228-2117