Kestra Financial Recruits Merrick Financial Group

Industry-leading independent advisor platform, Kestra
Financial, Inc. (Kestra Financial), today announced the addition of Merrick
Financial Group.

Based in Merrick, N.Y., Merrick Financial Group was founded in 2006 by
Eric G. Moore, a 21-year veteran of the financial services industry.
Eric, along with his partner, Michael Blake, and associate, Allison
Hudson, oversee the firm’s full range of wealth management services.
Merrick Financial Group has a specialized focus on serving both active
and retired members of the law enforcement community, a niche derived
from Michael’s 27-year career in the NYPD.

“We founded our firm with the unwavering commitment to provide clients a
top-quality level of service,” said Moore. “With that principle as our
foundation, we chose to partner with Kestra Financial, knowing the
firm’s robust technology platform and practice enrichment tools would
ensure our clients are receiving superior service day in and day out.”

The advisors at Merrick Financial Group oversee $142 million in assets
under management.

“Kestra Financial is dedicated to empowering sophisticated wealth
management firms like Merrick Financial Group to grow their business,”
said Daniel Schwamb, Senior Vice President of Business Development at
Kestra Financial. “We’re proud to partner with Eric and his team on
their next phase of business growth and are confident that our
cutting-edge technology solutions and consulting services will propel
the firm to the next level, while allowing the team to remain nimble
enough to serve the unique needs of the law enforcement community.”

About Kestra Financial

Kestra Financial, Inc. (Kestra Financial) provides a leading independent
advisor platform that empowers sophisticated, independent financial
professionals, including traditional and hybrid RIAs, to prosper, grow,
and provide superior client service. With a culture rich in reinvention
and advisor advocacy, Kestra Financial has developed integrated business
management technology that, combined with its personalized consulting
services, offers exceptional scale and efficiency.

Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial
offers an experience as unique as the city in which it operates. The
firm supports more than 1,800 independent financial advisors in
delivering comprehensive securities and investment advisory services to
their clients. Kestra Financial is the parent company of Kestra
Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory
Services, LLC; Kestra Private Wealth Services, LLC; and Kestra
Institutional Services, LLC, all federally registered investment
advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com.

Merrick Financial Group offers securities through Kestra Investment
Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory
services offered through Kestra Advisory Services, LLC (Kestra AS), an
affiliate of Kestra IS. The Merrick Financial Group is not affiliated
with Kestra IS or Kestra AS.

View source version on businesswire.com: https://www.businesswire.com/news/home/20180712005099/en/

Leave a Comment