San Diego-based Kestra Private Wealth Services (Kestra PWS), a unit of Kestra Financial, has named Tim Lewis as its new director of business development.
Lewis will head the company’s recruiting initiatives and will focus on consultative education of advisors.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
He will also focus on the development of the firm’s institutional partnerships to create elite advisors’ interest in the firm in the new role, the company said in a statement.
Lewis is joining Kestra PWS from Fidelity Investments, where he served as vice president of institutional sales.
Kestra PWS CEO Rob Bartenstein said: “Tim has already hit the ground running and will continue to have a direct, immediate impact on our efforts to attract top-tier advisors who believe in the ‘full service’ independence movement.
“Tim’s leadership capabilities and breadth of experience will aide him in his pursuit of sophisticated, growth-minded advisors looking to exit the wirehouse model and partner with an independent platform with a wealth of resources.”
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataKestra PWS, a hybrid registered investment adviser (RIA), supports fee and transaction-based independent financial advisor teams across the nation. The firm has offices in San Diego, Los Angeles and Orange County, California; Westport, Connecticut; Middleburg, Virginia; Salt Lake City, Utah; and Stuart, Florida.
