Kingsview Partners announced today that Wealth Managers | Partners Greer Ducker, Jeff Champigny, and Lisa Rosenberg have officially joined Kingsview Partners in Greensboro, NC.
Kingsview Partners announced today the addition of their newest Partner| Wealth Manager Khoa Hoang in San Marcos, California.
Former Edward Jones Advisor Opens Kingsview Partners Office in Braselton, Georgia Kingsview Partners announced today the opening of their newest office in Braselton, GA. Partner | Wealth Manager Ralph M Brooks Jr, CFP®, has fourteen years of experience as a former Edward Jones advisor and holds a degree from Augusta College and a degree from […]
Kingsview Partners today announced the addition of their newest wealth managers in Greensboro, North Carolina. Shannon Avery, AAMS®, and Kolby J. Madsen are former Edward Jones advisors who offer their clients in-depth industry experience and a deep commitment to personalized financial solutions. Working with Kingsview allows these advisors to provide comprehensive client services, including holistic […]
Myrtle Beach Office Bolsters Its Strong Local Presence With Additional Expertise Kingsview Partners announced today that Partner | Wealth Manager L.R. Mickle has joined their Myrtle Beach, South Carolina office. Originally from Pawleys Island, South Carolina, L.R. has twelve years of industry experience and holds a Bachelor of Arts degree in Communication and a specialization […]
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 […]
Kingsview Partners Welcomes Wealth Managers Sally Oradei and John Hanselman Former Wells Fargo Advisors Open Kingsview Partners Office in Roseville, Minnesota Kingsview Partners today announced the opening of their newest office in Roseville, Minnesota. Former Wells Fargo advisors Sally Oradei and John Hanselman join Kingsview with nearly 50 years of combined experience helping clients achieve […]
Kingsview Partners Welcomes Wealth Managers Kent Bowen, Ashby Dawson, and Trevin Bowen Kingsview Partners today announced the opening of their newest office in Amarillo, Texas. Former Edward Jones advisors Kent Bowen, Ashby Dawson, and Trevin Bowen are independent wealth managers who will work out of the same centralized location. Working with Kingsview allows these advisors to […]
Former Raymond James Advisor Opens Kingsview Partners Office in Lancaster, Pennsylvania Kingsview Partners today announced the opening of their newest office in Lancaster, Pennsylvania. Partner | Wealth Manager Harold Wenger, Jr. is a highly experienced financial professional with over four decades of dedicated service to his clients specializing in comprehensive financial solutions, including retirement income […]
Former Edward Jones Advisor Opens Kingsview Partners Office in Pampa, Texas Kingsview Partners today announced the opening of their newest office in Pampa, Texas. Partner | Wealth Manager Keith Demetriades is a former Edward Jones advisor with twelve years of experience and a passion for providing financial education and guidance to his clients. Combining his […]