Kestra Financial Recruits $325 Million Wealth Management Team from UBS
Russell Giammarino Wealth Management joins from UBS Financial Services and has partnered with Coastline Wealth Management, a Long Island-based firm already associated with Kestra.
Kestra Financial Inc., an independent advisor platform, has recruited Giammarino Wealth Management, a team that oversees approximately $325 million in client assets.
The members of Russell Giammarino Wealth Management include Sean Russell, director of wealth management; Philip Giammarino, director of wealth management; and Jean Kunkel, client service manager.
The team has been serving the north central Suffolk County community in Long Island for more than 20 years and has expanded their presence to roughly 15 states throughout the U.S. After operating under the wirehouse model, the team recently took their practice independent by partnering with Coastline Wealth Management, an established firm led by managing partners Garrett Taylor and Cindy Grauer.
With experience in investment and portfolio management, the professionals of Russell Giammarino Wealth Management will spearhead the Coastline Wealth Management’s premier wealth management service division for high-net-worth clients.
Headquartered in Austin, Kestra Financial supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
