Charleston, SC Office

Jonathan Woods is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Kestra since 2015 and serves as President of Woods Asset Management, an independent registered investment advisor. Woods is also involved in several nonprofit and community organizations, including serving as Past President General of The Society of the Cincinnati and as a trustee of the American Independence Museum. 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 and financial planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party solutions.

Bryan Heilman is a financial advisor at Kestra Private Wealth Services, LLC with two years of industry experience. He previously worked at Edward Jones and has held roles in various retail and service positions. Heilman is the owner of Heilman Heritage Wealth, LLC and also serves as a wealth advisor at FFA Wealth, focusing on insurance-related advisory services. 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 advisory and financial planning services, supporting independent advisor decision-making with access to multiple platforms and both in-house and third-party managed solutions.