Alexandria, VA Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

2

Of 209 advisors across 64 offices

Location

700 N. Fairfax, Suite 240

Alexandria VA 22314

Advisors at this office

2

Advisors at this office

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Rachel E

CFP®, ChFC®, Series 66

Alexandria, VA

Kestra Private Wealth Services, LLC

Rachel Eisenhart is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and ChFC® designations and over 10 years of industry experience. She previously worked at Edward Jones for nine years before joining Kestra in 2024. Outside of her advisory role, she volunteers as a Court Appointed Special Advocate (CASA), advocating for children in the court system. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment management and financial planning services across multiple platforms.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired

Rocco R

Series 66

Alexandria, VA

Kestra Private Wealth Services, LLC

Rocco Russo III is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones from 2009 to 2026 before joining Kestra in 2026. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of advisory services such as managed portfolios, financial planning, wrap-fee programs, and placement-agent services for private funds, utilizing both discretionary and non-discretionary strategies across multiple platforms.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner
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