Kestra Private Wealth Services Expands Inspired Wealth Planning With Addition of Industry Veteran
Kestra Private Wealth Services ("Kestra PWS"), a registered investment adviser subsidiary of Kestra Financial, Inc., today welcomed Bob McCullough of Perry, Georgia to its platform in partnership with Cordele, Georgia-based Inspired Wealth Planning, which joined in March 2023. These professionals collectively oversee $350 million in client assets. McCullough brings nearly three decades of experience to the firm, joining alongside his longtime friend Ricky Smith, President of Inspired Wealth Planning.
"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," said Smith. "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."
The financial professionals of Inspired Wealth Planning specialize in customized financial plans for clients that address life milestones such as multi-generational planning, liquidity events, legacy strategies, and longevity preparation. McCullough is also joined by registered associate Kathy Duke and client service associate Katherine Moore.
Kestra PWS' dedication to expanding the footprint of existing firms and its comprehensive real estate offering assisted McCullough in setting up an office space in Perry, Georgia, which now operates as Inspired Wealth Planning's second location.
"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," said McCullough. "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."
"Bob brings a wealth of experience, knowledge, and value to Inspired Wealth Planning and Kestra Private Wealth Services," said Rob Bartenstein, CEO at Kestra PWS. "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."
McCullough was previously associated with Edward Jones.
About Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses. The firm's platform is composed of its independent RIA and affiliated broker-dealer, which provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. The firm's comprehensive support covers every detail of transition, from office setup to compliance, freeing advisors to focus on serving clients and growing their wealth management businesses.
For more information, visit www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers independent financial professionals to prosper, grow, and provide superior client service. Kestra Financial offers advisors and firms personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals, ultimately enabling their growth, success, and ability to best support their own clients.
Kestra Financial is the parent company of Kestra Investment Services, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra PWS; and Kestra Institutional Services, LLC, all federally registered investment advisers.
The professionals at Inspired Wealth Planning offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services offered through Kestra PWS. Inspired Wealth Planning is a member firm of Kestra PWS, an affiliate of Kestra IS. Inspired Wealth Planning is not legally affiliated with Kestra IS or Kestra PWS.
For more information, visit www.kestrafinancial.com.
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