Advisor Serving Clients Nationwide from Wayne, Pennsylvania Kingsview Partners is pleased to spotlight Partner and Wealth Manager Leon Shelton, CFP®, CPWA®, who operates his advisory practice out of Wayne, Pennsylvania, serving clients nationwide. Leon brings a rare blend of scientific training, strategic discipline, and long-view thinking to his work, helping clients navigate complex financial decisions with clarity […]
Advisor Serving Clients Nationwide from Montgomery, Texas Kingsview Partners is pleased to spotlight Partner and Wealth Manager Brian Gremminger, AAMS®, who operates his advisory practice out of Montgomery, Texas, serving clients across the United States. Brian brings more than 15 years of experience to his work and is known for a disciplined, relationship-driven approach shaped by some of […]
Advisor Serving Clients Throughout West Liberty, Bellefontaine, and the Greater Logan County Region Kingsview Partners is pleased to spotlight Partner and Wealth Manager Colton T. Lowry, who operates his independent advisory practice across West Liberty, Bellefontaine, and the greater Logan County area. A native of West Liberty and a graduate of Miami University with a Bachelor’s Degree in […]
Advisor Serving Clients Across Long Grove, Buffalo Grove, and the Greater Lake County Region Kingsview Partners is pleased to spotlight Partner and Wealth Manager Ryan S. Birch, CFP®, who operates his independent advisory practice out of Long Grove and Buffalo Grove, Illinois. With more than two decades of industry experience, Ryan is known for his […]
Advisor Serving Clients Across the Great Lakes Bay Region from Midland, Michigan Kingsview Partners is proud to welcome Partner and Wealth Manager Doug Cellini, CFP®, who operates his independent practice from Midland, Michigan, serving families and professionals across the Great Lakes Bay Region. Doug’s path to wealth management began in the classroom. After graduating from […]
Advisor Serving Clients Across Southeast Michigan from Canton, Michigan Kingsview Partners is proud to welcome Partner and Wealth Manager Robert Young, MBA, CFP®, who operates his independent practice from Canton, Michigan, serving families and business owners throughout Southeast Michigan and beyond. Raised in the small farming community of Carleton, Robert combines the discipline of his […]
Former Edward Jones Advisor Opens Office in Powell, Ohio Kingsview Partners is proud to welcome Partner and Wealth Manager Terry Hoppmann, AAMS®, who operates his independent practice from Powell, Ohio, serving clients throughout the Midwest and beyond. Terry brings more than two decades of financial advisory experience to Kingsview, guiding families, executives, and business owners […]
Former Edward Jones Advisor Opens Office in Mountain Home, AR Kingsview Partners proudly announces the opening of their newest independent office in Mountain Home, AR, led by Partner and Wealth Manager Andy Farmer, AAMS®. Andy, a former Edward Jones advisor, brings over 20 years of financial experience to the Kingsview platform. Andy began his financial […]
Former Edward Jones Advisor Opens Office in Steubenville, OH Kingsview Partners proudly announces the opening of their newest independent office near Steubenville, Ohio, led by Partner and Wealth Manager Paul Sweeney II, AAMS®. A Steubenville native, Paul brings over 11 years of financial experience to the Kingsview platform, along with a remarkable background in both […]
Former Edward Jones Advisor Opens Kingsview Partners Office in Payson, Arizona Kingsview Partners is pleased to welcome Chris Walsh as a Partner and Wealth Manager, operating in his independent office in Payson, Arizona. With more than a decade of industry experience and a diverse background in business and service, Mr. Walsh offers his clients a […]