Kestra Holdings expands national presence with new secondary headquarters in Tempe

Published: 10/14/2025

Wealth management company Kestra Holdings announces HQ in Tempe that will create a projected 250 jobs

TEMPE, Ariz. (October 14, 2025) — Kestra Holdings, a leading wealth management company serving independent financial professionals and firms nationwide, today announced the planned opening of a secondary headquarters in Tempe, Arizona. Kestra will maintain its primary headquarters in Austin, Texas, while its presence in Tempe will help accelerate its ability to scale operations and deliver even greater support to its growing network of more than 1,700 financial advisors nationwide. Kestra’s Tempe location is anticipated to create a projected 250 new jobs over the next 18-24 months.

Located at Rio 2100 east of Rio Salado Parkway and Price Road, this location marks a pivotal advancement in Kestra’s growth strategy, strengthening business continuity while tapping into the region’s deep financial services talent pool.

In addition, Kestra announced key executive hires including Angela Xavier, Client Experience Officer who will oversee day-to-day operations in Tempe; General Counsel Jeremy Carr in Austin; and Jim Collins as Head of Business Development for Kestra Financial.

“It’s an exciting time for growth and expansion here at Kestra,” said James Poer, Chief Executive Officer of Kestra Holdings. “The addition of these key hires, and our expansion into Tempe, reflects our commitment to sustainable growth, operational excellence, and investing in great people. Austin will remain a vital hub of innovation and leadership for our company, and Tempe will serve as a complementary center of talent and opportunity. Together, these locations will strengthen our ability to serve our community of high-performing advisors while fostering the growth of vibrant, collaborative teams in both markets.”

Kestra’s decision to open its newest office in the Greater Phoenix market follows an in-depth analysis of key locations, with Kestra choosing the region for its dynamic, diverse, and rapidly expanding metro area. Initially, the new office will house client service and operations teams, with additional business functions to follow in future phases.

“Kestra’s decision to establish a major presence in Tempe reflects both the strength of our market and the company’s forward-looking vision for empowering entrepreneurial financial advisors — and, through them, the financial futures of everyday investors,” said Tempe Mayor Corey Woods. “We are proud to welcome Kestra and look forward to the opportunities this will create for our community.”

“Kestra’s expansion into Tempe builds on Greater Phoenix’s position as a thriving center for financial services and innovation,” said Thomas Maynard, Senior Vice President of Business Development of the Greater Phoenix Economic Council. “We’re confident this expansion will be mutually beneficial for the company and for our local talent pool.”

“Kestra’s secondary headquarters in Tempe highlights Arizona’s attractiveness as a top destination for business and financial services companies,” said Sandra Watson, President and CEO of the Arizona Commerce Authority. “This location will create high-quality jobs and enhance Tempe and Arizona’s innovative business and financial services sectors.”

Jim Bayless and Trey Glenn of CBRE Phoenix represented Kestra.

Kestra Holdings currently employs nearly 1,050 people and serves high-performing, independent financial advisors from across the United States.

 About Kestra Holdings

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies support independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Comprehensive Brokerage Services (CBS), Arden Trust Company (www.ardentrust.com), Bluespring Wealth Partners, LLC (www.bluespringwealth.com; including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, as well as Kestra Investment Management, LLC (www.kestraim.com), Kestra Advisory Services, LLC (www.kestrafinancial.com), Kestra Private Wealth Services, LLC (www.kestrafinancial.com/private-wealth-services), and Kestra Institutional Services, LLC, all federally registered investment advisers. Registration does not imply a certain level of skill or training.

About the Greater Phoenix Economic Council

The Greater Phoenix Economic Council (GPEC), globally recognized as a top economic development organization (EDO), works to attract and grow quality businesses and advocate for the competitiveness of Greater Phoenix. A data-driven regional EDO, GPEC works with 22 member communities, Maricopa and Pinal counties and more than 200 private investors to accomplish its mission and serve as a strategic partner to companies across the world as they expand or relocate to Greater Phoenix. Over the past 36 years, GPEC has fueled the regional economy by helping over 1,075 companies, creating more than 195,000 jobs and more than $76.5 billion in capital investment. Greater Phoenix is in a relentless pursuit of innovative and entrepreneurial-focused companies looking to thrive and scale in a vibrant, dynamic region. There is an undeniable spirit about Greater Phoenix; one rooted in strength, collaboration and resilience. Greater Phoenix is Greater Together. For more information about GPEC and how we can assist your businesses, visit www.gpec.org.