Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial, has launched its platform, Destination Wealth Advisors.
The firm focuses on customized, comprehensive wealth planning for individuals specializing in small business planning, similar to that of a family office without the required high minimums.
It is led by Ben McDonald, CEO and partner, alongside partners and wealth advisers Bryant Trombly, Austin Palmer and Dee Buckminster.
McDonald comes to Kestra PWS from independent firm BGW Wealth Advisors. Trombly, Palmer and Buckminster were most recently with Merrill Lynch.
“Clients want personalization. To that, we tell them that Destination Wealth is a speedboat with the ability to make quick turns and changes. Kestra PWS gives us the resources of a large cruise ship but leaves us with the speedboat flexibility our clients crave,” said McDonald. “When making this life-changing decision, those invaluable added