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Dylan C
Series 66
Austin, TX
Kestra Private Wealth Services, LLC
Dylan Clement is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2024 before joining Kestra in 2024. Outside of his advisory role, he is the managing partner of ARC Private Wealth, an insurance business. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of investment management and financial planning services, supporting independent advisor decision-making with access to multiple platforms and third-party solutions.
Tf J
Series 66
Austin, TX
Kestra Private Wealth Services, LLC
Tf Jenkins is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Kestra Private Wealth Services and Kestra Investment Services since 2019 and was previously with Merrill and Bank of America. Outside of his advisor role, Jenkins owns and manages an Airbnb property in Ponte Vedra Beach, Florida. Kestra Private Wealth Services serves a diverse client base, including individual, retirement plan, and institutional clients, offering advisor-managed portfolios, financial planning, and a range of investment products across discretionary and non-discretionary platforms.
William B
Series 66
Austin, TX
Kestra Private Wealth Services, LLC
William Brown is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services for seven years and has a background that includes involvement with the Spoleto Festival USA and Westminster Choir College of Rider University. Outside of his advisory role, Brown is an active musician and serves on several nonprofit boards, including the Community Foundation of Northwest Mississippi and the Kudzu Playhouse, as well as holding a leadership position with the Hernando Rotary Club. Kestra Private Wealth Services, LLC provides a range of financial advisory and investment services to individual clients, retirement plans, and institutional entities, offering both discretionary and non-discretionary investment approaches across multiple platforms and a variety of investment products.
Joshua P
Series 63, Series 66
Austin, TX
Kestra Private Wealth Services, LLC
Joshua Paddock is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as CFO for the Carlos Rodn Foundation, a nonprofit organization, and previously ran baseball clinics through Play 4 Christ. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of advisory and investment solutions across multiple platforms while supporting independent advisor decision-making with supervisory oversight.
Christopher H
Series 66
Austin, TX
Kestra Private Wealth Services, LLC
Christopher Hamilton is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years and Alliance Global Partners for 2 years before joining Kestra in 2022. Outside of his advisory role, Hamilton teaches fitness and kickboxing classes and serves on the board of a charitable organization supporting veterans. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management, financial planning, and retirement services, supporting advisor decision-making with various platform options and in-house and third-party solutions.
Randall W
Series 63, Series 65
Austin, TX
Kestra Private Wealth Services, LLC
Randall Wilson is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Kestra Private Wealth Services since 2011 and Kestra Investment Services since 2014. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary account management, financial planning, and retirement plan services, supporting advisors with various platforms and in-house and third-party managed solutions.
David C
CFP®, Series 66
Austin, TX
Kestra Private Wealth Services, LLC
David Carlock is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked at Raymond James & Associates for 15 years before joining Kestra in 2020. Outside of his advisory role, he is the owner and president of D Squared Tres LLC and has volunteered to support community events in San Antonio. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services, supporting client portfolios across multiple platforms while providing supervisory oversight and access to both in-house and third-party managed solutions.
David T
CFP®, Series 66
Austin, TX
Kestra Private Wealth Services, LLC
David Tovey is a CFP® professional affiliated with Kestra Private Wealth Services, LLC, with 19 years of industry experience. He previously worked at Edward Jones for 16 years before joining Kestra in 2022. Outside of his advisory role, he is an owner of BLUE SHAMROCK, INC and serves on the board of Russo Operational Consulting Group. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory and financial planning services with access to multiple investment platforms, supporting independent advisor decision-making alongside supervisory oversight.
Shakir K
Series 63, Series 66
Austin, TX
Kestra Private Wealth Services, LLC
Shakir Kaka is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Bank of America and Merrill, with tenures spanning 13 and 18 years respectively. Outside of his advisory role, he is involved with ATTAIN WEALTH PARTNERS, focusing on holistic financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and retirement services, supporting independent advisor decision-making with access to various platforms and managed solutions.
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