Read insights from Kestra Private Wealth Services' CEO Rob Bartenstein about building a solid business plan is essential to becoming an independent financial advisor.Read More
KESTRA PRIVATE WEALTH SERVICES
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Senior Managing Director and Chief Executive Officer Kestra Private Wealth ServicesRead Full Bio
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.
Senior Managing Director and Chief Operating OfficerRead Full Bio
Scott WilsonScott is the Senior Managing Director and COO of Kestra Private Wealth Services and currently serves on the Kestra Financial investment committee. 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.
Chief Administrative OfficerRead Full Bio
Serena KokkaA 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.
Director, Project ManagementRead Full Bio
Kevin FooteWith 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.
Operations ManagerRead Full Bio
Megan ButtersA University of Virginia graduate with a degree in Economics, Megan heads a variety of key advisor-facing functions and corporate projects.
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