Kestra Financial Recruits Wealth Management Team from Commonwealth

Kestra Financial Inc., an independent advisor platform, has recruited Ivory Wealth Management based in Essex, Connecticut.

Kestra Financial Inc., an independent advisor platform, has recruited Ivory Wealth Management based in Essex, Connecticut, which oversees $214 million in client assets, from Commonwealth Financial.

Led by founder and president Charles Crilly, Ivory Wealth Management specializes in wealth management services to both individuals and companies. The team also includes Jeremy Soboleski, senior vice president and financial advisor; Kathy Hofmann, operations manager; Tiffany Knoop, vice president and financial advisor; and Quentin Elliott, senior vice president and fixed income strategist.

Headquartered in Austin, Kestra Financial supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

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