Kestra Financial Adds $400 Million N.Y.-Based Lodi Wealth Advisors From Lincoln Financial
Independent broker-dealer Kestra Financial announced the onboarding of Lodi Wealth Advisors, a wealth management firm based in Westchester County, N.Y. Lodi Wealth Advisors comprises an adviser duo that works “diligently to provide a white-glove experience for their high-net-worth clientele, including development of bespoke portfolios,” according to Lodi. The team currently has over $400 million in assets under management.
“Kestra Financials’ robust ecosystem and offerings are exactly what we’re looking for in a partner firm,” said Scott LoPresti, founder of Lodi Wealth Advisors. “As an organization committed to providing exceptional, tailored service to our clients, we saw in Kestra Financial a firm that has the capabilities to support us in delivering that excellence.”
LoPresti’s history in the financial services industry spans 18 years and multiple firms. Most notably, he was at Lincoln Financial Advisors from 2022 to 2024, LPL Financial from 2017 to 2022 and at Ameritas Investment Corp. from 2009 to 2017. He spent time at Hornor, Townsend & Kent in the earliest part of his wealth management career. LoPresti also holds FINRA Series 6, 7, and 63 licenses.
“It was a natural decision to have Lodi join the Kestra Financial ecosystem,” said Daniel Schwamb, executive vice president of business development at Kestra Financial. “With a high standard of client service, Lodi’s core values fit seamlessly into Kestra’s community of partners, and we’re excited about the opportunities to follow.”
Kestra Financial is an Austin, Texas-based independent broker-dealer that oversees $103 billion in assets under advisement and supports over 1,700 independent financial professionals. Established in 1997, the firm empowers independent financial professionals and wealth management firms – including traditional and hybrid registered investment advisers – by offering personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals.
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