Plano, TX Headquarters Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

3

Of 209 advisors across 64 offices

Location

5801 Headquarters, Suite 100

Plano TX 75024

Advisors at this office

3

Advisors at this office

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Amber A

Series 66

Plano, TX

Kestra Private Wealth Services, LLC

Amber Andregg is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Cetera Advisor Networks LLC, Girard Securities, Inc., and United Capital Financial Advisers, LLC. She is also the managing partner and wealth adviser at Symphony Wealth Group, where she leads the office team and advises clients on financial planning and investments. Kestra Private Wealth Services manages approximately $10.2 billion in assets through 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 advisors with multiple platforms and access to both 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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Donald V

CFP®, Series 65

Plano, TX

Kestra Private Wealth Services, LLC

Donald Viergever is a financial advisor with Kestra Private Wealth Services, LLC, holding CFP® and Series 65 credentials and two years of industry experience. He previously worked at Goldman Sachs from 2019 to 2023 and United Capital Financial Advisers from 2017 to 2019. Early in his career, he was employed at Texas A&M University and its Recreation Sports program. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities, providing a range of advisory services such as portfolio management, financial planning, and private fund placement. The firm offers multiple investment platforms and product options, along with fiduciary consulting and trustee services through its affiliated Arden Trust Company.

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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Breanne P

Series 63, Series 66

Plano, TX

Kestra Private Wealth Services, LLC

Breanne Polonia is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. Her work history includes roles at Wells Fargo Advisors, Surevest Wealth Management, and DFPG Investments. Outside of advisory services, she is involved in managing several real estate entities and provides consultative services related to property management. 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, and retirement plan solutions, supporting advisors with multiple platform options and access to in-house and third-party managed portfolios.

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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