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Francine O

Series 63, Series 66

Memphis, TN

Kestra Private Wealth Services, LLC

Francine Olsen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at UBS Financial Services and Waddell and Associates. Outside of advisory work, she has experience as a delivery driver for Uber Eats. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm manages a broad range of investment products and offers specialized services such as annuity subaccount management and 529 plan services.

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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Jennifer D

Series 63, Series 65

Memphis, TN

Kestra Private Wealth Services, LLC

Jennifer Davey is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at UBS Financial Services Inc. for 17 years before joining Kestra. Outside of her advisory role, she serves as a registered Field Assistant with Bright River Private Wealth, assisting advisors in client 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 manages approximately $13.45 billion in client assets across 208 advisors and offers a range of investment products and specialized services, combining 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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