Eric Shawn Smith, CFP®, has joined Kingsview Asset Management as a Financial Advisor, operating out of the firm’s new office location in the heart of historic West Chester, PA.
Smith joins Kingsview with over a decade of experience as an investment advisor and financial planner. Eric’s high touch service combined with Kingsview’s boutique advisory business model is ready to serve client’s long term financial needs.
“I could not be more happy to be part of the fiduciary team here at Kingsview Asset Management,” said Smith. “It is refreshing to be part of an organization that truly values client best interest above all else. I am committed to that end and committed to serving this community.”
“Having Eric Smith join the team was essential to the successful entry into the West Chester market”, said Sean McGillivray the firm’s COO. “The first step in entering a new area is finding a local advisor who’s service ethic embodies that of the firm. I think it is easy to say we found a great partner in Eric.”
Kingsview Asset Management is an investment advisor registered with the Securities and Exchange Commission serving client financial planning and investment advisory needs across the country through the firm’s dedicated financial advisors and satellite offices.