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KESTRA PRIVATE WEALTH SERVICES


DEEP EXPERTISE AND FIRST HAND KNOWLEDGE

Bartenstein

Robert Bartenstein

Senior Managing Director and Chief Executive Officer Kestra Private Wealth Services

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Robert Bartenstein

As the chief executive officer of Kestra Private Wealth Services, Rob is dedicated to providing experienced advisors with the services and support they need to start their own successful, independent businesses.

He began his career in financial services as a private banker and acted in that capacity for three firms, Donaldson, Lufkin & Jenrette, its successor Credit Suisse First Boston, and Merrill Lynch, establishing private banking offices for Credit Suisse and Merrill Lynch in the Washington, D.C. market. In 2008, he joined Morgan Stanley in an executive role to lead business development in California, Hawaii, and Nevada. In 2011, he left Morgan Stanley to help establish Washington Wealth Management, which rebranded as Kestra Private Wealth Services in 2016. Rob is a regular contributor to CNBC, Fox Business, and Bloomberg, as well as numerous industry publications.

A U.S. Army veteran, Rob graduated from Mary Washington College, magna cum laude. He holds a Juris Doctor from George Mason University School of Law.

Scott Wilson

Scott Wilson

Senior Managing Director and Chief Operating Officer

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Scott Wilson

Scott is the Senior Managing Director and COO of Kestra Private Wealth Services. Scott began his career as a financial advisor in 1986 at Edward Jones. After establishing a successful practice he moved into Sales and Senior Management roles with Merrill Lynch, Morgan Stanley and UBS. Scott opened and developed wire house offices throughout California and the Mountain States for many years prior to joining Washington Wealth Management (now Kestra Private Wealth Services) in 2011. He is a graduate of Rocky Mt. College.
Serena Kokka

Serena Kokka

Chief Administrative Officer

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Serena Kokka

A University of California, Irvine graduate, Serena has over 18 years of financial industry experience. Serena seamlessly manages advisor onboarding and manages day-to-day operations.
Kevin Foote

Kevin Foote

Director, Project Management

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Kevin Foote

With 10+ years of independent advisor experience, Kevin is the lead on new office onboarding and Advisor business analysis. He graduated from the University of Arizona, holds a Series 7, 24,55, and 66.
Megan Butters

Megan Butters

Operations Manager

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Megan Butters

A University of Virginia graduate with a degree in Economics, Megan heads a variety of key advisor-facing functions and corporate projects.
With our experience as an independent broker dealer, our team at Kestra Financial will help you tackle every detail of your exit and launch of your new business

Are You Ready for Independence?

Our independent advisors produce at some of the highest levels in the business, and we offer them an unprecedented direct level of support. If you’re looking for the best turnkey solution in the industry, call us today.

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