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Kestra Financial Recruits $600 Million New York Advisor Team

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

Kestra Financial Welcomes $600 Million Borger Financial Services

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.

WEALTH MANAGEMENT

Kestra Scores $600M NYC Firm

Kestra Scores $600M NYC Firm

Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives.

Ali Hibbs | Mar 28, 2024

Austin-based Kestra Financial, a Kestra Holdings company with a couple of corporate RIAs and a broker/dealer overseeing $108 billion in collective assets, has added a New York City firm with more than $600 million in managed assets to its platform of affiliated advisors.