Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth
Kestra Financial, Inc. (Kestra Financial), an industry-leading wealth management platform for independent financial professionals, today announced the addition of 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,” said 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 personalize 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