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Kestra Financial Recruits $600 Million New York Advisor Team
Kestra Financial has added a $600 million team to its ranks of advisors in the New York area, announcing that Borger Financial Services, a five-person group offering financial-planning services to wealthy clients, has joined its platform.
Borger principal Debra Clark says teaming with Kestra will enable the practice to continue to expand its client base while preserving a holistic service model that includes advice on investments, taxes, and retirement and estate planning.
Kestra Financial Welcomes $600 Million Borger Financial Services
03/28/2024
Austin, TX – March 28, 2024 – Kestra Financial, an industry-leading wealth management platform, today announced the addition of Borger Financial Services (“BFS”) to its community of advisors. BFS’s financial professionals bring to the platform north of $600 million in client assets under management.