Kestra Financial Appoints Apple as Next Head of Wealth Management

August 24, 2026 - 03:30

Kestra Financial has announced the appointment of Kelly Apple as its new head of wealth management, a move that signals the firm's ongoing commitment to strengthening support for its independent advisors. Apple steps into the role as the company looks to expand its services and technology for financial professionals.

Apple brings a background focused on advisor growth and operational efficiency. In her new position, she will oversee the firm's wealth management strategies, including practice management, business development, and client service initiatives. Her work will center on giving advisors the tools they need to scale their practices while maintaining a high level of personalized care for their clients.

The appointment comes at a time when independent wealth management firms are competing harder for top talent. By placing Apple in this leadership role, Kestra aims to differentiate itself through stronger advisor resources and a more streamlined experience. Company leaders expressed confidence that her experience will help advisors navigate shifting market conditions and evolving client expectations.

Apple said she looks forward to working closely with the advisor network to build on the firm's momentum. She emphasized that her priority is listening to advisors and turning their feedback into practical solutions. The move is part of a broader effort at Kestra to invest in leadership and infrastructure as the wealth management landscape becomes more complex.