Kestra Financial Wins Silver and Bronze Awards, Honoring Dedication to Advisor Support
Kestra Financial was awarded four Stevie® Awards for 2025 – one Silver, and three Bronze – as part of the 23rd Annual American Business Awards, for excellence in Customer Service. Categories include Customer Service Department of the Year, Customer Service Team of the Year for Onboarding and Service, and Digital Process Automation Solution for Kestra Financial’s Digital Account Opening Platform.
From the time an advisor joins Kestra Financial, they are paired with an Onboarding Consultant that helps to manage their progress through our innovative onboarding process and portal. This enables advisors to leave many of the details in our hands, starting strong while maintaining the headspace to concentrate on what matters most to them – serving their clients and growing their business. As part of Kestra Financial’s offerings, advisors have access to these teams, which are committed to delivering exceptional service and ensuring that every interaction clients have with Kestra’s Concierge and Onboarding teams are seamless, efficient, and tailored to their needs.
While many invest in client experience and efficiency, execution varies. Kestra’s key differentiator is the delivery of tangible results, with measurable improvements in performance, client experience, and workplace culture cited over the last year, positioning Kestra competitively while addressing key client challenges.
“Kestra's unwavering commitment to empowering success, coupled with our dedication to growth, forms the bedrock of our Customer Service Department’s approach,” said Kris Chester, Chief Operating Officer, Kestra Financial. “By firmly grounding ourselves in core principles and embracing a mindset that values evolution, reinvention, and innovation, we are uniquely positioned to serve our clients with confidence.”
We are honored to be recognized for this commitment in the form of Silver and Bronze Stevie® awards.
About the Awards
The Stevies will be presented to winners at a gala ceremony on June 10, 2025 in New York. The American Business Awards are the U.S.A.’s premier business awards program. All organizations operating in the U.S.A. are eligible to submit nominations – public and private, for-profit and non-profit, large and small.
