Cleveland, OH Office

Team
Updated today

Client AUM

$71,348,969,232

Clients

115,285

Advisors

4

Of 1,445 advisors across 539 offices

Location

1422 Euclid Avenue, Suite 630

Cleveland OH 44115

Advisors at this office

4

Advisors at this office

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Pamela V

Series 66

Cleveland, OH

Kestra Advisory

Pamela Vanone is a financial advisor with Kestra Advisory, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Kestra Advisory since 2016 and has also been associated with Kestra Investment Services, LLC since 2006. She serves as a financial advisor and retirement plan consultant through Magis Advisory Group, LLC, focusing on financial planning, retirement plan management, and related services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

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

Series 66

Cleveland, OH

Kestra Advisory

Luke Washburn is a financial advisor with Kestra Advisory in Cleveland, OH, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Washburn Asset Management LLC and Ameriprise Financial Services, Inc., as well as service in the United States Army Reserve for over two decades. Outside of finance, he works intermittently as a freelance musician and trumpet player. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

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

Series 66

Cleveland, OH

Kestra Advisory

Jonathan Abbuhl is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bendix Commercial Vehicle Systems and involvement with organizations such as Providence Church and Bowling Green State University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and discretionary investment management. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

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

ChFC®, Series 66

Cleveland, OH

Kestra Advisory

Philip Amos is a financial advisor with Kestra Advisory Services, LLC, holding the ChFC® designation and Series 66 license, and has 26 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2006 and is co-founder and president of Magis Advisory Group, LLC. Outside of his advisory work, Amos serves as treasurer of the Lorain County Community College Foundation Board, chairs the One Lorain County board, and is a regional emeritus soccer referee for OHSAA and USSF. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services including fiduciary oversight, plan design, investment advice, and employee education. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

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