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David J

Series 63, Series 65

American Fork, UT

Kestra Private Wealth Services, LLC

David Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Kestra in 2017. Johnston is also the CEO of White Cap Wealth Management, an independent registered investment advisory firm operating under Kestra Investment Services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Keith J

Series 66

American Fork, UT

Kestra Private Wealth Services, LLC

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as an adjunct professor at Utah Valley University and is a board advisory member at Brigham Young University, assisting students with career development. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages a diverse range of client assets with access to various investment products and emphasizes operational affiliations such as a trust company and specialized third-party arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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