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People Moves: Kestra Names Planning Head; RIA Aventura Hires Growth Officer
Yahoo Finance· 2026-01-26 19:50
Group 1: Kestra Financial Developments - Kestra Financial has appointed Christine Brown as the head of a new advanced planning division to enhance support for its advisors and clients in wealth management [2][3] - The firm is investing in a partnership with RightCapital to provide financial planning software, which will include tools for retirement planning, tax planning, and insurance needs analysis for its network of over 1,300 advisors [4] Group 2: Aventura Private Wealth Growth - Aventura Private Wealth has hired Dayana Velasco as Chief Growth Officer from Wells Fargo Advisors to oversee growth initiatives [5][6] - The firm has experienced significant growth, increasing assets under management from approximately $200 million to nearly $400 million within the past year [6] - Velasco's role will focus on recruiting advisors to join a fee-only RIA that emphasizes planning, with offers including equity stakes in the firm [7]