Jeffery Barnes was born and raised in Northwest Missouri and spent his early adulthood in various locations along the Missouri/Kansas border.
In the late 1980s, he moved his family to the country’s Eastern region, spending 28 years in Lancaster, Pennsylvania. Now Jeff resides in Miramar Beach, Florida. But wherever he has called home, he has always held on to his Mid-Western values.
After earning his Bachelor of Science degree from Missouri Western State University, Jeff spent 15 years in various managerial positions in the retail and telecommunications industries. He entered the financial services industry in 1990 as a Financial Consultant with Merrill Lynch. He later moved his practice to Wells Fargo Advisors, where he spent over 20 years as a Financial Advisor to both individual and institutional investors. During this tenure, Jeff also served as the Branch Manager in Lancaster, PA for six years, and most recently in Destin, FL for five years. In 2005, Jeff completed the Accredited Investment Fiduciary Program through the Joseph M. Katz Graduate School of Business at the University of Pittsburgh.
With Kingsview Partners, Jeff is a Partner and Wealth Manager, and a member of an advisory team that operates out of both Central Pennsylvania and the Florida Panhandle. His focus is on long-term planning, with thoughtful wisdom and advice for affluent clients.
Away from the office, Jeff’s life revolves around his family, starting with his wife, Beverly, their two children and five grandchildren.
Inquirer quotes Paul Nolte, SVP & Sr. Portfolio Manager. Kingsview SVP Paul Nolte discusses the S&P 500 downgrade in earnings. Click here to read the full article.
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