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Kestra Financial adds USD1bn RS Will Wealth Management


Kestra Financial, a wealth management platform for independent financial professionals, has added RS Will Wealth Management of Frederick, Maryland.Formerly The Will Group at Merrill Lynch Wealth Management, RS Will Wealth Management recently achieved independence and rebranded under the guidance of Kestra Financial. The experienced wealth management team is composed of William Coffey, Mark Mayer, Paul McArthur, and Morgan “Alex” Kelly.

“Our clients will always be our number one priority,” says Coffey. “As part of this commitment, we are proud to now be an independent wealth management practice through our alignment with Kestra Financial. This partnership will enable us to further personalise our investment approach, provide access to cutting-edge technology and expand our investment platform to ultimately benefit our clients and be even better stewards. Furthermore, Kestra Financial’s streamlined technology solutions and business consulting will help power our business growth.”

The professionals of RS Will Wealth Management oversee $1 billion in assets under management and specialise in advising select, high-net-worth individuals, families, business owners, and nonprofits. The firm works closely with outside accountants, attorneys, and other financial professionals to help clients seamlessly create and manage their lifetime plan.

“Since 1972, The Will Group has been putting people first,” says Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial. “We are honoured to further this mission by equipping RS Will Wealth Management with industry-leading support and resources needed to maximise client service and business development.”

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