Aligning with existing Florida-based firm, the financial professionals seek full-service support to enhance client experience
AUSTIN, Texas, September 08, 2022–(BUSINESS WIRE)–Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the joining of Durgesh Rajawat, CPFA™, and Jose “Joe” Vidueira to its platform. The financial professionals will align with Eagle Harbor Advisors based in Boca Raton, Florida, which joined Kestra PWS in 2021.
The duo collectively oversees $104 million in client assets and focus on developing and implementing holistic financial plans for individuals, entrepreneurs, and businesses.
After spending a combined 15 years of experience at a wirehouse, Rajawat and Vidueira chose independence to further support clients in reaching their financial goals, making them a strong cultural fit for Eagle Harbor Advisors. Prior to joining Eagle Harbor Advisors, Rajawat successfully grew his practice at Merrill Lynch’s Palm Beach, Florida, office. Vidueira, who specializes in fixed-income solutions and retirement plans, previously operated out of the firm’s Boca Raton, Florida office.
“Having worked with some of the current team at Eagle Harbor Advisors during our time at the wirehouse, we’re thrilled to collaborate with them in an independent environment free of corporate interests and pressures,” said Rajawat. “Coming together backed by the full-service support of Kestra PWS’ dedicated team, cutting-edge technology, freedom, flexibility, and vibrant culture positions us to provide superior service and outcomes for the wide range of clients we serve.”
Eagle Harbor Advisors is dedicated to providing premier wealth management strategies by evaluating a client’s entire financial picture and building tailored, unique solutions.
“Eagle Harbor Advisors’ model based on three core pillars of expertise, accountability, and care differentiates us from other firms,” said Glen Turner, Senior Partner of Eagle Harbor Advisors. “The addition of Durgesh and Joe not only strengthens these pillars by deepening our value proposition for clients, but also gives us a great edge that will be indispensable as we continue to grow our firm.”
Leveraging the support of Kestra PWS, Eagle Harbor Advisors will continue to add experienced advisors like Rajawat and Vidueira, with eyes set on continued expansion.
“We are honored to provide successful firms like Eagle Harbor Advisors with the opportunity to expand through meaningful additions to benefit the firm and its clients,” said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “Durgesh and Joe are the exact type of financial professionals we hope to attract at Kestra PWS, and we look forward to helping them utilize our robust suite of resources to provide clients with the service they deserve.”
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee- and transaction-based independent financial professional teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial professionals to achieve independence and growth. The firm’s platform is composed of its independent RIA in association with Kestra Investment Services, LLC (Kestra IS) as broker-dealer in order to provide its financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. Kestra PWS has helped over 30 single- and multi-team offices across the country find independence with their full-service support model.
For more information, visit www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Kestra Financial is the parent company of Kestra IS, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra PWS; and Kestra Institutional Services, LLC, all federally registered investment advisers.
The professionals at Eagle Harbor Advisors offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services offered through Kestra PWS. Eagle Harbor Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. Eagle Harbor Advisors is not affiliated with Kestra IS.
For more information, visit www.kestrafinancial.com.
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Gregory FCA for Kestra PWS
Jenna Silverblatt, 610-428-3296