Kestra Financial Inc. continues its acquisitions of RIAs. The firm has entered a strategic alliance with Moore Wealth Management Inc. and Abundance LLC, according to a news release.
Led by Susan Moore, a 36-year veteran of the financial services industry, Moore Wealth Management, based in Gainesville, Ga., has four office branches across Alabama and Georgia. Fellow veteran Chris Stallings, owner of Monroe, Ga.-based Abundance LLC, has more than 19 years of experience in the industry.
Together, the two firms bring additional support of 10 office staff members who collectively have more than 100 years of experience in the financial services industry. They oversee a combined $181 million in assets and offer a wide range of brokerage and financial planning services.
“Susan and her team have established a high standard of client service over the last 36 years,” said Daniel Schwamb, executive vice president of business development at Kestra Financial. “It’s our privilege to serve as their strategic partner and empower them to grow.”
Austin, Texas-based Kestra Financial is an independent broker-dealer founded in 1996. The company supports 1,800 independent financial advisors.