Daniel Schwamb

Daniel Schwamb is the Executive Vice President and Head of Business Development at Kestra Financial, a leading independent wealth management platform based in Austin, Texas.13 In this role, he leverages his extensive experience in the financial industry to drive growth and expansion for the company.

Professional Background

With over 25 years of industry experience, Schwamb brings valuable insights to his position at Kestra Financial.1 His background includes:

• Firsthand experience as a former financial advisor, which allows him to relate effectively to prospective recruits and understand their challenges14
• Previous role as Vice President of Business Development at LPL Financial1

Responsibilities

As Executive Vice President of Business Development, Schwamb's primary duties include:

• Identifying, selecting, and recruiting independent advisory firms to join Kestra Financial1
• Listening to the day-to-day challenges of prospective recruits and understanding their expectations for a successful broker-dealer and RIA relationship1
• Supporting member firms in hiring other independent financial professionals to grow their practices1
• Working with existing Kestra Financial firms to continue building and strengthening their businesses2

Approach

Schwamb's approach to business development is characterized by:

• Using his experience as a former financial advisor to relate to prospective recruits4
• Focusing on finding ideal prospects who seek a consultative, accessible, and world-class partner1
• Emphasizing Kestra Financial's ability to help financial professionals take the next leap forward in their businesses1

Daniel Schwamb's role at Kestra Financial is crucial in expanding the company's network of independent financial advisors and strengthening its position as an industry leader in wealth management, service, and technology solutions.