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Colleen M

Series 65, Series 63

Lewisville, TX

Kestra Advisory

Colleen Marchetti is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has worked at Kestra Investment Services since 2012 and has over 30 years of experience at Hefner & Associates, where she currently serves as CEO and president. Outside of her advisory roles, she is involved in community activities as the Corporate and Community Sponsorships Coordinator for the Hebron Band Booster Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes third-party managed solutions while operating within a supervisory framework that allows for complex products and discretionary trading.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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