Kestra Private Wealth Services Adds $590 Million Provista Wealth Advisors
AUSTIN, Texas-- Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Provista Wealth Advisors. The financial professionals at the firm collectively oversee $590 million in client assets, making it the largest addition to the Kestra PWS platform to date.
The firm’s financial professionals, led by Derek Oglesby, Clarke Smith, Josh Paddock, and Jason Buckley, specialize in personalized, high-touch financial planning with an emphasis on supporting clients in reaching their financial goals. They pride themselves on their comprehensive approach and their ability to serve a variety of clients ranging from business owners to retirees.
Provista Wealth Advisors chose Kestra PWS for its full-service support model as well as its deep bench of technology and the resources available to provide an enhanced quality of service, advice, and solutions to clients.
“Kestra PWS’ independent model allows us to step out from under the umbrella of a big bank and demonstrate the true extent of our team’s capabilities,” Oglesby said. “Rob and Scott share our commitment to providing exceptional services and this partnership offers a unique level of full-service support that will help us take our culture and boutique experience to the next level.”
In addition to the leadership team, Provista Wealth Advisors includes support staff Hayley Pandolph, May Reid, and Andrew George. With an eye toward the future, the firm will continue on its growth path, while maintaining a mission-driven culture of positively impacting its clients, staff, and the local community.
“It’s rare to find a firm like Provista Wealth Advisors. The team is incredibly energized and youthful, with deeply rooted cultural values and a fervent commitment to excellence,” said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “Derek, Clarke, Josh, and Jason have considered independence for years and we are thrilled to be on their journey and ultimately, give them a place to call home.”
Provista Wealth Advisors is Kestra PWS’ second office in South Carolina.
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee- and transaction-based independent financial professional teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial professionals to achieve independence and growth. The firm's platform is composed of its independent RIA in association with Kestra Investment Services, LLC (Kestra IS) as broker-dealer in order to provide its financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. Kestra PWS has helped over 30 single- and multi-team offices across the country find independence with their full-service support model.
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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.
Kestra Financial is the parent company of Kestra IS, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra PWS; and Kestra Institutional Services, LLC, all federally registered investment advisers.
The professionals at Provista Wealth Advisors offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services offered through Kestra PWS. Provista Wealth Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. Provista Wealth Advisors is not affiliated with Kestra IS.
Gregory FCA for Kestra PWS
Jill Fritz, 484-832-7034