Kestra Financial Welcomes Moore Wealth Management and AbundanceAUSTIN, Texas--Coming on the heels of a robust recruiting effort in the first half of 2019, industry-leading independent advisor platform Kestra Financial, Inc. (Kestra Financial) today announced the addition of Moore Wealth Management, Inc. (Moore Wealth Management) and Abundance, LLC.
With four office branches across Alabama and Georgia, Moore Wealth Management is led by Principal Susan Moore, a 36-year veteran of the financial services industry. Susan is accompanied by a fellow veteran, Chris Stallings, owner of Abundance, LLC with over 19 years of experience in the industry. The strategic alliance of their two firms brings additional support of 10 office staff members who collectively have over 100 years of experience in the financial services industry. The partnership of Moore Wealth Management and Abundance will strengthen and support the advisors’ ability to serve their clients, both presently and in years to come.
“Our team’s mission is to consistently go above and beyond for our clients, and then some,” said Moore. “We now have the ability to provide an enhanced level of service due to Kestra Financial’s personalized support in compliance, technology, and investment functions.”
The professionals of Moore Wealth Management and Abundance collectively oversee $181 million in assets and offer a wide range of brokerage and financial planning services.
“Susan and her team have established a high standard of client service over the last 36 years,” said Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “It’s our privilege to serve as their strategic partner and empower them to grow.”
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.
Securities offered 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. Moore Wealth Management and Abundance are not affiliated with Kestra IS or Kestra AS.
Gregory FCA for Kestra Financial
Jen Diehl, 610-228-2124