We are proud to offer a unique approach for investment advisors where we combine the support of a wire house with the freedom and rewards of independence. It’s our belief that advisors go independent to provide objective advice to clients while simultaneously taking control of their own financial future.
As a true fiduciary, we love when our advisors go above and beyond for their clients. Being an independent with us means running your business in the way that is right for you and your clients. Independence means options. We are here to provide guidance but we allow you to choose.
We are great at building businesses and we are here to help you build yours. Whether we are helping one of our advisors publish a book, get a featured interview in the financial media or simply build their referral network - we differentiate ourselves by going above and beyond to help you build your practice.
Aaron Klemow is the Managing Director of Business Development for Kingsview Partners. He is an advisory transition specialist, marketing consultant, and business development expert for the financial services industry. Aaron runs the firm’s recruiting team and is responsible for setting up new branch offices nationwide.
Beginning his career at Kingsview Prime during the height of the financial crisis, Aaron applied his expertise in marketing, digital media and technology to help build and evolve the firm’s global clearing and financial planning businesses. Seeing that the industry was in the middle of a dramatic shift, Aaron spearheaded the development of Kingsview’s Family Office platform in a push to help the firm’s advisors reach higher net worth clientele, improve the overall client experience and offer access to higher end financial advice. His efforts have helped Kingsview’s advisors see measurable results both for clients and their own businesses. His diverse experience covers virtually every aspect of the firm and setting up branch offices has given him a tremendous depth of experience overcoming all the challenges advisors face during transition.
Growing up outside of Manhattan in a New Jersey suburb, Aaron always had a fascination with finance and entrepreneurship. Aaron graduated from American University in Washington DC where he obtained a degree in Business Communications and Economics. While he was in school, Aaron worked in the technology and digital media department at American’s School of Communications, and worked as a digital media consultant. He also studied and interned in London.
Originally from the pacific northwest, Dallas began his career in financial services in 2003 as a fixed income specialist at the GMS Group, where he ran the sales desk in the firm’s Miami office. During his time with the firm, Dallas assisted high net worth clients with portfolio diversification and advanced tax and wealth strategies.
In 2008, Dallas began working at Kingview’s Wall Street office where he used the firm’s inherent independence to help clients diversify away from traditional investments during the height of the financial crisis.
Dallas then joined HJ Sims in Iselin, NJ so he could be closer to his family. He worked with the firm’s underwriting and investment banking teams to help liaise with high net worth and corporate clients.
Today, Dallas is proud to be back at Kingsview where he was recruited to serve our advisors as a transition specialist and financial services marketing expert. You can often find him working one on one with our advisors to help them better serve their clients and grow their advisory practices.
William Duplock is the Vice President of Business Development for Kingsview Partners. He is an advisory growth and transition specialist, responsible for front-end recruitment and establishing new branches nationwide.
Originally from Kent, England, William has lived in Connecticut since 2007.
He attended the University of St Andrews, Scotland, where he obtained an MA in History whilst gaining experience in both the private and public sectors, from the New York Financial District to Westminster’s Houses of Parliament.
With an international background and ability to form strong relationships, William joined Kingsview Partners to follow his passion for entrepreneurialism and desire to help others achieve their career and life goals.
Sean Walsh is a Business Development Associate for Kingsview Partners. He is an advisory transition specialist, marketing and growth resource, and a business analytics expert for the financial services industry. Sean is the tip of the spear for the firm’s recruiting efforts and is responsible for aiding in the process of setting up new branch offices nationwide.
Melissa is the Vice President of Strategic Business Development for Kingsview Partners. Her primary role is to build recognition for the Kingsview Trust & Insurance Service (KTIS) brand by evaluating current market trends for opportunities and proposing new business development strategies. She works closely with Kingsview Wealth Managers and professionals in our Financial Planning and Advisor Strategy teams to construct a successful, repeatable sales and marketing program.
Melissa graduated from Columbia College with a degree in Business Administration, carries a CWSÒ certification and comes to Kingsview with over 20 years of industry experience. Her business philosophy incorporates a team-focused approach to client service, creating a robust and holistic dynamic that draws on shared talents and experience.
Melissa’s expertise lies in driving revenue and growth while providing innovative organizational development, team leadership and financial management. She credits her professional success to a combination of strategic vision and exceptional relationship development.
Outside of the office, Melissa enjoys cooking, Pilates, and spending time with her husband Todd and children, Sam and Sophia.
Tim Lux is the Financial Planning Specialist for Kingsview Partners. His primary role is to provide planning support and education to advisors so they can best serve their clients. This includes training advisors on how to utilize the tools available to them, introducing relevant services and strategies for clients, and assisting in complex case design.
Before his position at Kingsview, Tim worked at two reputable RIAs, assisting clients and advisors in researching strategies, building financial plans, and helping small business owners and corporate employees reach their goals. He graduated from the University of Missouri in 2018 with a bachelor’s degree in Personal Financial Planning and has since earned the CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor designations. In addition to these, Tim also holds his Life, Accident & Health Producer and FINRA Series 65 Licenses.
Outside of work, you will find Tim enjoying the great outdoors, volunteering for local charities such as Mercy Home for Boys & Girls, and spending time with his family and friends.
My transition to Kingsview could not have been any smoother. Within 45 days I had over 80% of my book transferred and onboard. I have moved before in my career and the Kingsview transition team worked hard to make sure the transition was handled properly and efficiently without client worries.
