A wealth management team based in Memphis has recently joined Kestra Private Wealth Services after leaving UBS.
The team, consisting of advisors Adam Steen, Stefan Gertsch, and Will Brown, is now officially registered with Kestra, as confirmed by their profiles on the BrokerCheck database.
Previously known as Bright River Wealth Management Group, the advisors managed around $500 million in client assets while at UBS.
This move represents a significant change in the wealth management industry, as the team aims to continue serving their clients under a new name.