Wealth Manager and Partner Richard “Rich” Polson operates his independent practice at Kingsview Partners in Greensboro, North Carolina, bringing 17 years of experience to his clients.
Mr. Polson grew up in Blacksburg, Virginia with strong family ties to Agricultural Education and the FFA (Future Farmers of America). After majoring in Agriculture Economics at Virginia Tech, he later attended Wake Forest University and received his Master of Business Administration (MBA) degree. He began his career in the textile industry, working for Burlington Industries before transitioning into the financial services sector. After serving clients at large institutions such as Smith Barney and Wells Fargo, he is grateful to now be aligned with a truly independent Registered Investment Advisory Firm.
Rich’s genuine honesty and strong desire make a positive impact in his client’s lives provide him the drive to help families live their dreams and leave lasting legacies. Operating under a fiduciary standard along with Kingsview’s multi custodian, fee-based platform he has the freedom to truly provide client centric strategies and services. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
Having always enjoyed music, Rich has sung in his church since graduating from college. He has recently expanded on his passion by joining with friends to form a beach music band as lead singer playing local clubs and community events. Rich lives in High Point, North Carolina, with his wife, Beth, and their three daughters, Taylor, Emily and Whitney.
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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