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Monday, October 5, 2026The Morning Brief →Sign in
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John Amore

In PWD coverage since August 19, 2026 · 3 stories
PWD coverage
Moves

Kestra Financial adds $550 million Texas planning team as wealth build-out continues

Ecclesiastes Wealth Partners, founded by Shannon Harris, brings about $550 million in client assets and three principals to the Austin broker-dealer.
practice · Aug 19Kestra puts a product executive in charge of wealth management
Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management
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