Kestra Financial Expands Advisor Network with SZC Partnership

Kestra Financial Welcomes SZC Financial Planning & Management

Kestra Financial, a prominent player in the wealth management sector, has recently expanded its advisor community by forming a partnership with SZC Financial Planning & Management. This collaboration signifies a pivotal growth step for both firms, promising an enhanced service delivery for clients seeking comprehensive financial guidance.

A Commitment to Client-Centric Service

Since its establishment, SZC Financial has distinguished itself with a strong commitment to its clients, assisting them in fulfilling their financial, business, and personal aspirations. Managed by the experienced duo of David Shober and Steve Collins, the firm comprises a dedicated team of five professionals. Collectively, they strive to provide exceptional service that feels personal and tailored to individual client needs. The firm boasts over $200 million in assets under management, highlighting its established reputation in the financial advisory market.

Enhancing Existing Offerings

With the integration into Kestra Financial, SZC Financial aims to elevate its already high standards while also expanding its range of services. Kestra Financial is recognized for its strong commitment to empowering its partners with essential tools and resources necessary for maintaining autonomy. This collaborative environment allows firms like SZC Financial to thrive without sacrificing their individualized service approach.

Execution through Autonomy and Support

David Shober expressed the firm’s enthusiasm about this partnership, stating, "The personalized support and comprehensive offerings that the Kestra Financial ecosystem provides – while allowing us to maintain our autonomy – is exactly what we’re looking for in a partner firm.” This sentiment reflects SZC Financial’s dedication to a client-focused philosophy, which they find reinforced in their new alliance. Shober further appreciates that they can dictate their operational style rather than conforming to prescriptive models often imposed by corporate structures.

Core Values of Service Excellence

The alignment in service standards between SZC Financial and Kestra Financial became evident from their initial interactions. Daniel Schwamb, Executive Vice President and Head of Business Development at Kestra Financial, noted how seamlessly SZC’s principles meshed with those of Kestra’s community. The partnership is expected to unlock numerous opportunities, enhancing both the SZC Financial practice and Kestra's network of advisors.

About Kestra Financial

Operating from Austin, Texas, Kestra Financial has established itself as a leading independent wealth management platform. Formed in 1997 under the larger umbrella of Kestra Holdings, the platform aims to empower financial advisors and other firms with a robust support system. This includes integrating business management technology and fostering a collaborative community of financial professionals. The commitment to superior service enables its partners to grow successfully while delivering top-tier advice and support to their clients.

The Kestra Financial division encompasses Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC, all of which are members of FINRA/SIPC. These subsidiaries cater to various aspects of wealth management, ensuring licensed representatives provide tailored advisory services. Kestra Financial remains dedicated to upholding its values by cultivating relationships across the financial spectrum.

Frequently Asked Questions

What prompted Kestra Financial to partner with SZC Financial?

Kestra Financial partnered with SZC Financial to enhance the advisor network while ensuring a commitment to personalized, high-quality service.

What type of services does SZC Financial offer?

SZC Financial specializes in providing personalized financial planning and advisory services tailored to client needs.

How does Kestra Financial support its partners?

Kestra Financial offers personalized support, integrated technology, and a community of financial professionals to help partners grow and succeed.

Who are the leaders at SZC Financial?

David Shober and Steve Collins are the founding partners leading the SZC Financial team, ensuring a high-touch service experience.

What are the main goals of the partnership between Kestra and SZC Financial?

The partnership aims to maintain high standards of service while allowing SZC Financial to grow and expand its offerings without losing autonomy.

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