Memphis, TN Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

2

Of 209 advisors across 64 offices

Location

6410 Poplar Avenue, Suite 320

Memphis TN 38119

Advisors at this office

2

Advisors at this office

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Francine O

Series 66, Series 63

Memphis, TN

Kestra Private Wealth Services, LLC

Francine Olsen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 66 and Series 63 licenses and possessing six years of industry experience. Her prior work includes roles at UBS Financial Services and Waddell and Associates. Outside of her advisory duties, she has worked as a delivery driver for Uber Eats. Kestra Private Wealth Services serves individual clients, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, wrap-fee programs, and specialized advisory services across multiple platforms. The firm supports both discretionary and non-discretionary investment approaches and includes an affiliated trust company for trustee services.

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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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 and holds Series 63 and Series 65 licenses. She has 22 years of industry experience, including 17 years at UBS Financial Services, Inc., before joining Kestra in 2025. She also serves as a registered field assistant at Bright River Private Wealth, assisting client service associates. 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 services including discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed 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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