Kestra Financial Firm Brings Aboard New Talent to Strengthen Roster
AUSTIN, TX — June 25, 2024 — Kestra Financial, an industry-leading wealth management platform, today welcomed Kevin Mcphee of Woodbury, New York to its community of independent financial professionals, in partnership with Long Island, New York-based Coastline Wealth Management (“Coastline”), which joined the Kestra network in 2019.
With over 40 professionals across three offices in the Long Island area, Coastline personnel collectively oversee approximately $2.3 billion in client assets. Mcphee brings nearly three decades of experience to the firm and has previously been awarded as Top 100 Magazine’s Top Wealth Advisor. Mcphee joins Coastline as Senior Vice President of Wealth Management for The Private Client Group, based out of Woodbury, New York.
“At Coastline, we are always seeking to strengthen our firm with compatible financial professionals who bring a wealth of knowledge to our client base,” said Garrett Taylor, Founder & Managing Partner of Coastline Wealth Management. “Through our continued partnership with Kestra Financial, we were able to welcome Kevin to the team. We’re excited about the progression and believe this strategic hire will continue to translate into ongoing success for existing and new clients alike.”
Coastline was established in 2012 with a core mission of serving the Long Island community. It aids clients in making informed decisions about their finances and preserving their wealth. The firm specializes in investment strategy, retirement planning, and savings account management through a personalized, education-first approach.
“My passion for wealth management started on Wall Street nearly 30 years ago. When looking for the next chapter of my professional career, choosing a top-performing firm was essential to me,” said Mcphee. “Coastline’s track record of success, paired with the strong backing of the Kestra Financial team stood out to me as a natural fit to provide my new professional home. I am proud to have the opportunity to partner with members of my community to build and protect their wealth within Coastline’s Private Client Group.”
“Kevin possesses a wealth of knowledge and experience and we were glad to facilitate his transition into the Kestra community,” said Stephen Langlois, President of Kestra Financial. “This addition demonstrates the value of the Kestra Financial network to both the firms in our community and their affiliated financial professionals, and we’re excited that Kevin is able to provide his industry-leading expertise to Coastline’s colleagues and clients.”
About Kestra Financial
Kestra Financial is a leading independent wealth management platform headquartered in Austin, Texas. A division of Kestra Holdings established in 1997, the firm empowers independent financial advisors and wealth management firms by offering personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals. Kestra Financial supports independent financial professionals from across the country and is committed to delivering superior service to enable their growth, success, and ability to best support their own clients.
The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication. For more information, visit https://www.kestrafinancial.com/
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