Add Row 
Add 
Kestra Holdings Expands to Tempe: A New Era in Wealth Management
Kestra Holdings, a marquee name in wealth management that serves a vast network of financial professionals, is making waves in the Greater Phoenix area. The company has announced the establishment of a secondary headquarters in Tempe, Arizona, a move that signifies its commitment to scaling operations while tapping into the robust local talent pool.
This new office, strategically located near Rio Salado Parkway and Price Road, is expected to generate approximately 250 new jobs over the next 18 to 24 months and serve as a crucial hub for client services and operations.
Why Tempe? Exploring the Strategic Choice
Kestra’s decision to expand into Tempe stems from a thorough analysis of potential locations. The Greater Phoenix region, marked by its dynamic growth and diversity, offers an ideal environment for businesses, especially within the financial services sector. According to Tom Maynard from the Greater Phoenix Economic Council, this move not only strengthens Kestra’s operational landscape but also bolsters the local economy by creating high-quality jobs.
Key Executive Hires: Strengthening Operational Excellence
Along with the opening of the new headquarters, Kestra has made significant executive appointments to enhance its operational fabric. Angela Xavier has been appointed as the Client Experience Officer, while Jeremy Carr assumes the role of General Counsel. Their collective experience is expected to drive the company's operational excellence and client-centric approach in Tempe.
The Bigger Picture: Aligning with Industry Trends
Kestra's expansion aligns perfectly with national trends where companies are increasingly recognizing the advantages of diversifying their presence across multiple locations. This approach not only mitigates risks associated with economic downturns but also enhances access to diverse talent pools, benefiting both the company and its clients.
A Commitment to Growth and Innovation
As Kestra Holdings continues to grow its presence in Tempe, it represents not just an expansion of the company, but also underscores Arizona’s role as a burgeoning hub for business and financial services. Mayor Corey Woods expressed pride in welcoming Kestra, noting the promising opportunities this brings for the local community. With this dual-headquarters model, Kestra is well-positioned to empower independent advisors, fostering financial well-being for hundreds of thousands of everyday investors.
Write A Comment