Kestra Financial has appointed Kelly Apple as Head of Wealth Management, placing the longtime asset management executive in charge of expanding the firm’s investment, planning and advisory capabilities. Apple joins Kestra following more than 13 years at BlackRock.
Most recently, she served as Managing Director and Head of National Accounts, leading BlackRock’s team responsible for its largest distribution partnerships.
Apple brings more than two decades of experience in asset management and intermediary distribution, including previous senior roles at DWS Investments and Van Kampen Investments, now part of Invesco.
At Kestra, she will lead the broader wealth management organization spanning investment management, high-net-worth and advanced planning, advisory solutions, retirement, insurance, alternative investments and due diligence.
Her responsibilities will cover both Kestra Financial and Kestra Private Wealth Services, the company’s breakaway-advisor channel.
The appointment follows John Amore’s promotion to President of Kestra Financial and a strategic search for a new wealth management leader.
Kestra said Apple’s appointment supports a broader effort to give advisors the resources required to serve clients as more comprehensive wealth managers.
KEY QUOTES:
“Kelly’s experience building partnerships and high-performing teams, paired with a deep understanding of what today’s advisors need to grow, will help our community of complete wealth managers thrive.”
John Amore, President Of Kestra Financial
“Advisors today are being asked to deliver increasingly comprehensive advice across every stage of a client’s financial life. Kestra has built something unique in this industry, a strong foundation for advisors who want to grow and deepen their client relationships, and I’m excited to help expand the capabilities and resources that support their success.”
Kelly Apple, Head Of Wealth Management At Kestra Financial
