Kingsview Partners Welcomes Wealth Manager Eric Caswell
Former Edward Jones Advisor Opens Kingsview Partners Office in Lubbock, Texas
Kingsview Partners today announced the opening of their newest office in Lubbock, Texas. Partner | Wealth Manager Eric Caswell is a former Edward Jones advisor with over two decades of experience.
Eric earned his Bachelor of Business Administration (BBA) from Texas Tech University in 1999, where he also played for the Texas Tech Football team. After college, he returned to his hometown of Brownfield, Texas and worked for his family’s farming and ranching business. This hands-on experience allowed him to gain a unique understanding of the correlation between prudent financial planning and the realization of long-term goals.
Eric joined Edward Jones in 2001, working there for 22 years before joining Kingsview Partners. “Life is a constant evolution, and so is the financial industry.”, says Eric. “Making the move to Kingsview’s independent platform allows me to act as a true fiduciary, which aligns with my personal philosophy that the client’s best interest always comes first.”
Throughout his tenure, Eric has provided uncompromising support and guidance to his clients, forging lasting relationships based on trust and integrity. His dedication to helping clients realize their financial goals, whether it be education planning, estate considerations, or retirement strategies, has been instrumental in their success.
Eric has had the privilege of serving clients nationwide, giving him insight into tailoring financial strategies to meet diverse needs. He firmly believes that understanding each client’s aspirations and challenges is key to providing effective financial guidance. “In my years of service, I’ve seen firsthand that the journey to financial security is a personal one, and I’m here to walk that path alongside my clients.”
“We’re pleased to welcome Eric to Kingsview Partners,” says CEO Sean McGillivray. “His wealth of experience and distinctive insights perfectly align with Kingsview’s mission of providing our clients with personalized guidance and an elevated standard of service.
Kingsview’s newest office is at 4017 112th Street, Lubbock, Texas, 79423. Eric can be contacted at 806-696-4448 or by email at email@example.com.