Greenville, SC W Broad Street Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

2

Of 208 advisors across 63 offices

Location

40 W Broad Street, Ste 510

Greenville SC 29601

Advisors at this office

2

Advisors at this office

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Andrew G

Series 66

Greenville, SC

Kestra Private Wealth Services, LLC

Andrew George is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at MAU Workforce Solutions for 13 years before joining Kestra. Additionally, he serves as an Operations Administrator at ProVista Wealth Advisors, where he assists with daily operational tasks including money movement, trades, account openings, and financial planning. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of services such as advisor-managed portfolios, financial planning, wrap-fee programs, and placement agent services for private funds, utilizing both discretionary and non-discretionary investment approaches across multiple advisory 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
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Wesley O

CFP®, Series 63, Series 66

Greenville, SC

Kestra Private Wealth Services, LLC

Wesley Oglesby is a CFP® with 24 years of industry experience, currently serving at Kestra Private Wealth Services, LLC since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he holds a director position in investment strategy at Provista Wealth Advisors. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial 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 in-house and third-party solutions.

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