Kestra Holdings, a leading wealth management company serving independent financial professionals and firms nationwide, announced the planned opening of a secondary headquarters in Tempe, Arizona.
Kestra will maintain its primary headquarters in Austin, Texas, while its presence in Tempe will help accelerate its ability to scale operations and deliver even greater support to its growing network of more than 1,700 financial advisors nationwide. Kestra’s Tempe location is anticipated to create a projected 250 new jobs over the next 18-24 months.
Located east of Rio Salado Parkway and Price Road, the Tempe location marks a pivotal advancement in Kestra’s growth strategy, strengthening business continuity while tapping into the region’s deep financial services talent pool.
In addition, Kestra announced key executive hires including Angela Xavier, Client Experience Officer who will oversee day-to-day operations in Tempe; General Counsel Jeremy Carr in Austin; and Jim Collins as Head of Business Development for Kestra Financial.
“It’s an exciting time for growth and expansion here at Kestra,” said James Poer, Chief Executive Officer of Kestra Holdings. “The addition of these key hires, and our expansion into Tempe, reflects our commitment to sustainable growth, operational excellence, and investing in great people. Austin will remain a vital hub of innovation and leadership for our company, and Tempe will serve as a complementary center of talent and opportunity. Together, these locations will strengthen our ability to serve our community of high-performing advisors while fostering the growth of vibrant, collaborative teams in both markets.”
Kestra’s decision to open its newest office in the Greater Phoenix market follows an in-depth analysis of key locations, with Kestra choosing the region for its dynamic, diverse, and rapidly expanding metro area. Initially, the new office will house client service and operations teams, with additional business functions to follow in future phases.
“Kestra’s secondary headquarters in Tempe highlights Arizona’s attractiveness as a top destination for business and financial services companies,” said Sandra Watson, President and CEO of the Arizona Commerce Authority. “This location will create high-quality jobs and enhance Tempe and Arizona’s innovative business and financial services sectors.”
“Kestra’s expansion into Tempe builds on Greater Phoenix’s position as a thriving center for financial services and innovation,” said Thomas Maynard, Senior Vice President of Business Development, Greater Phoenix Economic Council. “We’re confident this expansion will be mutually beneficial for the company and for our local talent pool.”
“Kestra’s decision to establish a major presence in Tempe reflects both the strength of our market and the company’s forward-looking vision for empowering entrepreneurial financial advisors — and, through them, the financial futures of everyday investors,” said Tempe Mayor Corey Woods. “We are proud to welcome Kestra and look forward to the opportunities this will create for our community.”
Kestra Holdings currently employs nearly 1,050 people and serves high-performing, independent financial advisors from across the United States.
