Advisor Serving Clients Across North Jersey and Beyond from Wayne, New Jersey Kingsview Partners is proud to spotlight Partner and Wealth Manager Conan Ward, who operates his practice out of Wayne, New Jersey, serving clients across North Jersey and beyond. Born and raised in Wayne, Conan built a long career in financial services before making a deliberate move into […]
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 Marysville, OH Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Cory L. Hixson, CFP® comes to Kingsview with over a decade of industry experience, working to put the financial puzzle pieces together with clients. As a financial advisor, Cory continues his dedication to […]
Former Edward Jones Advisor Opens Office in Marysville, OH Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Zach R. Boyd, CFP® is a former Edward Jones advisor bringing more than 15 years of financial experience to Kingsview’s independent platform. His journey began in his family’s restaurant, where he learned the […]