Kestra Poaches Georgia Advisor From Edward Jones

Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report

Kestra PWS Recruits Advisor To Launch Second Office Location For Inspired Wealth Planning, Now Overseeing $350 Million In Assets

Austin, Texas-based Kestra Private Wealth Services (Kestra PWS) announced that Bob McCullough, formerly of Edward Jones, joined the firm’s platform in partnership with Cordele, Georgia-based Inspired Wealth Planning, which joined Kestra PWS in March. Based in Perry, Georgia, McCullough launched Inspired’s second office as he joined his longtime friend Ricky Smith, President of Inspired.

Bob McCullough, Managing Director, Inspired Wealth Planning

With the addition of McCullough, who worked at Edward Jones for 27 years, Inspired Wealth Planning will oversee $350 million in client assets. Registered Associate Kathy Duke and Client Service Associate Katherine Moore joined McCullough in the move.

“At Inspired Wealth Planning, we were looking to expand the practice with like-minded professionals who share similar aspirations of offering a deeper client experience,” Smith said. “With the backing of Kestra PWS, we’re able to welcome Bob and believe his addition will open doors to success for existing and new clients.”

Ricky Smith, President, Inspired Wealth Planning

Inspired specializes in financial plans that address life events such as legacy strategies, liquidity events, longevity preparation and multigenerational planning.

McCullough said, “When considering the next phase of my career, partnering with an established firm with a track record of success was important to me, as it provides greater opportunities to offer a personalized experience to clients. After witnessing the success Ricky achieved with the full support of Kestra Private Wealth Services, I’m confident joining the firm is beneficial for my career goals, the continued success of Inspired Wealth Planning, and the clients we serve.”

Rob Bartenstein, CEO, Kestra Private Wealth Services

Rob Bartenstein, CEO of Kestra PWS, said, “Bob brings a wealth of experience, knowledge, and value to Inspired Wealth Planning and Kestra Private Wealth Services. This addition demonstrates the value we bring to our associated firms and financial professionals, and we are proud to empower them to evolve their businesses through this type of growth.”

Kestra PWS is a hybrid RIA subsidiary of Kestra Financial that supports independent advisory and professional teams with an independent RIA and affiliated broker-dealer. In September, Kestra Financial added $1.7 billion Symonds Wealth Management to its network and its subsidiary Bluespring Wealth Partners acquired $700 million Christopher Street Financial.

Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.

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