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FUNDRAISING NEWS | September 23, 2024
Tags: Financial Advisor Move
Wealth management platform Kestra Financial said it has onboarded Maryland-based SZC Financial Planning and Management from Phoenix-based Osaic, per a September 19 press release.
With $200M in assets under management, the five-person SZC team is led by financial advisors and founding partners David Shober and Steve Collins, who will both work as investment adviser representatives with Kestra. The group includes name partner and federal benefits expert Stephen Zelcer, office manager Susan Redding, and financial management associate Daniel Avnaim. SZC Financial operates in Montgomery County, MD.
Kestra has $108B in assets under advisement, with $56B in AUM, according to its website.
View the press release here.
Written By: Dakota
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