Kestra Businesses Collect Five Stevie® Wins In 2025 American Business Awards

Kestra Holdings, a wealth management company powering the financial independence of wealth management professionals and firms, was awarded five Stevie® Awards – one Gold, one Silver, and three Bronze – as part of the 23^rd Annual American Business Awards. Categories include Achievement in Thought Leadership for Kestra Investment Management, Customer Service Department of the Year for Kestra Financial, Customer Service Team of the Year for Kestra Financial’s Onboarding and Service teams, and Digital Process Automation Solution for Kestra Financial’s Digital Account Opening Platform.

In the Thought Leadership category, Kestra Investment Management was recognized for the team’s achievement in thought leadership and their use of pop culture to illuminate investment trends and engage individuals in financial concepts. Examples of that work include a live presentation that uses Willie Nelson’s epic music career to highlight some “Crazy” aspects of the stock market and to remind investors of asset classes that may have been left behind, yet are “Always on [Our] Mind.” The honkytonk-themed presentation included a live band and custom concert posters co-branded for Kestra and Willie Nelson.

Other pop culture themes have included Barbie (sometimes successful investments look more like Weird Barbie than Stereotypical Barbie) and The Karate Kid versus Cobra Kai (how the period of inflation post-COVID was similar yet different from that of the 1970s and 1980s).

“I believe that strong storytelling can turn even the most complex financial topics into accessible, compelling conversations,” said Kara Murphy, Chief Investment Officer of Kestra Investment Management. “The goal is not just to entertain, but ultimately to help individuals make sound financial decisions that will help them live richly.”

In addition to scouring pop culture, the Kestra Investment Management team supports financial advisors who are affiliated with Kestra in a wide variety of ways. Their team of analysts, portfolio managers and traders provide a range of portfolio management solutions, timely market insights, and tools to help advisors stay ahead of trends and engage clients more effectively.

Kestra Financial’s Concierge Service Team and Onboarding Team celebrated a highly successful year, securing four separate wins highlighting its operating organization. As part of Kestra Financial’s offerings, advisors have access to these teams, which are committed to delivering exceptional service and ensuring that every interaction clients have with Kestra’s Concierge and Onboarding teams are seamless, efficient, and tailored to their needs.

While many invest in client experience and efficiency, execution varies. Kestra’s key differentiator is the delivery of tangible results, with measurable improvements in performance, client experience, and workplace culture cited over the last year, positioning Kestra competitively while addressing key client challenges.

“Kestra's unwavering commitment to empowering success, coupled with our dedication to growth, forms the bedrock of our Customer Service Department’s approach,” said Kris Chester, Chief Operating Officer, Kestra Financial. “By firmly grounding ourselves in core principles and embracing a mindset that values evolution, reinvention, and innovation, we are uniquely positioned to serve our clients with confidence.”

Also this year, the Kestra Holdings marketing department was recognized as a top-3-finalist by the Association of National Advertisers (ANA) as part of its 49^th Annual B2 Awards in its Lead Generation category for small to medium businesses.

About the Awards

The Stevies will be presented to winners at a gala ceremony on June 10, 2025 in New York. The American Business Awards are the U.S.A.’s premier business awards program. All organizations operating in the U.S.A. are eligible to submit nominations – public and private, for-profit and non-profit, large and small.

The 2025 ANA B2 Awards showcases peer-reviewed innovative, impactful, and groundbreaking B2B campaigns executed in 2024. The program is open to ANA member and non-member, both internal and external agencies, corporate marketing teams, media firms, and marketing solutions providers. Winners will be revealed at the B2 Awards Gala on June 3, 2025.

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