Kestra Nabs $400M Virginia Team Campus Private Wealth from Merrill

Kestra Private Wealth Services announced that Arlington, VA-based RIA Campus Private Wealth and its $400M in client assets under management, have joined its platform.

Led by founders Bill Milby and Jason Linder, Campus Private Wealth specializes in high-end generational wealth management. The pair, along with client services director Julia Madden, bring nearly 60 years of collective experience. In a statement, Milby said one driver of the move was the desire to transition the firm, previously affiliated with Merrilly Lynch, to an independent model.