Kestra Names Trio of Leadership Appointments, Opens Office in Arizona
Kestra Holdings, a wealth management company serving independent financial professionals and firms nationwide, announced the addition of several key executive hires – Angela Xavier, Jeremy Carr, and Jim Collins – and the planned opening of a secondary headquarters in Tempe, Ariz.
Kestra will maintain its primary headquarters in Austin, Texas, while the company said its presence in Tempe will help accelerate its ability to scale operations and deliver even greater support to its growing network of more than 1,700 financial advisers nationwide.
Overseeing day-to-day operations in Tempe will be new hire Angela Xavier, joining as Kestra’s client experience officer. Xavier brings global leadership experience, with a focus on leveraging talent and technology to deliver sustainable growth. She spent the last six years at LPL Financial, most recently as executive vice president of client experience, leading an Innovation and delivery team that designed, launched, and operated new service delivery models for best-in-class client experience across all client channels, including independent advisers, institutional partners, and large registered investment adviser networks.
“I’m thrilled to be joining Kestra at such a pivotal time in its growth,” said Xavier. “Kestra’s unwavering focus on the adviser and client experience is evident, and I look forward to working alongside a talented team to further elevate how Kestra serves advisers and their clients.”
In Austin, Kestra also gains a new general counsel in Jeremy Carr, in preparation for the retirement of Kestra’s long-time general counsel, Bredt Norwood, at the end of 2025. Carr brings 16 years of experience to Kestra, having spent the last nine of those years at Cetera Financial Group, most recently as their deputy general counsel.
“Joining Kestra is an exciting opportunity, and I look forward to contributing to its continued success,” said Carr. “I was especially drawn to Kestra’s nimbleness, strategic vision, and ability to execute and act decisively in serving its adviser community.”
Rounding out these latest new hires is the appointment of Jim Collins to head of business development for Kestra Financial. Following 12 years in business development at Kestra, Collins will now be responsible for leading the team that brings new firms into the Kestra community.
“It’s an exciting time for growth and expansion here at Kestra. The addition of these key hires, and our expansion into Tempe reflects our commitment to sustainable growth, operational excellence, and investing in great people,” said James Poer, chief executive officer of Kestra Holdings.
“Austin will remain a vital hub of innovation and leadership for our company, and Tempe will serve as a complementary center of talent and opportunity. Together, these locations will strengthen our ability to serve our community of high-performing advisers while fostering the growth of vibrant, collaborative teams in both markets,” he added.
Kestra Holdings has nearly 1,050 employees and serves independent financial advisers across the United States in delivering securities, trust, and investment advisory services to clients. Kestra Holdings is the direct or indirect parent company of Comprehensive Brokerage Services, Arden Trust Company, Bluespring Wealth Partners, and various Kestra entities.
Over the summer, Bluespring Wealth Partners announced the acquisition of Halcyon Wealth Advisors, a firm affiliated with Kestra Financial whose financial professionals oversee $364 million in assets under management. The deal was part of a broader consolidation strategy and includes the merger of Halcyon into existing Bluespring firm LifeBridge Financial Group.
Click here to visit the AltsWire directory page.
