November 2, 2022
By Alex Padalka
Kestra Private Wealth Services says it has nabbed a team of Merrill Lynch financial advisors.
The latest addition is Roswell, Georgia-based Canton Wealth Partners, which is led by managing partners Matt West, Benji McLeod and David Combs and specializes in serving corporate executives and small business owners, according to Kestra.
The team, which also includes registered client associate Angela Moore and client associate Hardy Fortson, manages $650 million in client assets, Kestra says.
West and Combs have each been in the financial services industry for 26 years and with Merrill since 2008, according to their BrokerCheck records.
McLeod joined the industry in 2000 and went to Merrill in 2013, according to BrokerCheck.
The advisors were drawn to Kestra’s open-architecture platform and “the independence to provide clients with individualized solutions and goal-oriented service without a competing agenda from an outside institution,” Kestra said in a press release announcing the move.