Kingsview Partners Welcomes Partner | Wealth Manager Brian Bobby
Former Edward Jones Advisor Opens Kingsview Partners Office in Falls Church, VA
Kingsview Partners today announced the opening of their newest office in Falls Church, Virginia. Partner and Wealth Manager Brian Bobby joins the firm with four years of industry experience.
Originally from Centreville, Virginia, Brian grew up in a suburb of Washington, D.C., and currently resides in Aldie, Virginia. He graduated from the University of Georgia in 2008 with a degree in Management Information Systems and a minor in Finance, and began his career in technology consulting, working with both IBM and Accenture Federal Service.
Mr. Bobby’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals. He strives to emphasize quality service and a clear process because he believes those things are essential to ensure his clients feel understood, in control, and secure with all aspects of their financial lives.
Whether the client’s most important goal is to retire comfortably, have a child finish their education debt-free, or take that trip they have always dreamed of, Brian stands ready to develop a unique strategy for each client’s needs.
“It’s a collaborative effort,” says Brian. “I work closely with the client and a team of professionals to determine the most appropriate strategies. I believe it’s important to invest my time to understand what my clients are working toward before I provide investment guidance.”
“We’re pleased to welcome Partner and Wealth Manager Brian Bobby to the Kingsview team. His commitment to understanding his client’s long-term goals and creating a highly personalized strategy for them aligns with Kingsview’s mission,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on their promises, but Brian’s focus on service matches our desire to transform the financial space for investors.”
Kingsview’s newest office is at 2941 Fairview Park Dr., Ste. 800, Falls Church, VA 22042. Mr. Bobby can be contacted by calling 703-972-5120 or emailing firstname.lastname@example.org.