Mobile, AL Office

Marilyn Baggett is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Kestra Advisory and Kestra Investment Services since 2024 and previously was with Wells Fargo Clearing and WELLS FARGO Advisors for eight and four years, respectively. In addition to her advisory role, she is a notary and serves as a registered associate assisting advisors and clients at Dauphine Capital. 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, corporations, and other entities. The firm offers a range of advisory and financial planning services, supporting independent decision-making with access to in-house and third-party solutions.

James Ashbee is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining Kestra in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 12 years. He is also engaged in insurance-related activities through Dauphine Capital in Mobile, Alabama. Kestra Private Wealth Services serves a diverse clientele including individual investors, retirement plans, and institutional entities, offering a range of advisory services such as portfolio management, financial planning, and specialized programs like annuity subaccount and 529 plan advisory. The firm employs both discretionary and non-discretionary investment approaches and provides access to various investment vehicles and third-party solutions.