Kingsview is proud to announce that Partners Robert Porter and James “Pink” Kellett have joined the firm as of June 13th, 2019.
Pink Kellett has had a career spanning over three decades where he served clients at some of the industry’s largest firms. Robby Porter has held various positions within the financial services industry before joining Kingsview. Having served clients at Edward Jones and Wells Fargo, he continues to use his talents to do what he enjoys most: helping people. The team most recently served their clients at the Wells Fargo branch in Surfside Beach, SC where they managed approximately $120m in assets.
The team is joined by Diane Wojnowski, the office’s Branch Administrator. Collectively, their passion for serving clients with a high degree of empathy makes them ideal partners to align with the firm’s mission of Elevating the Standard of Care.
Robby and Pink are excited to embrace the fiduciary standard at the new office in Myrtle Beach, SC and offer sophisticated wealth management services to their clients. These services include personalized guidance, client centric financial planning, professional portfolio management, streamlined performance reporting, and a collaboration with tax and legal professionals.
“Kingsview is extremely excited to welcome Robby and Pink as partners in our firm,” noted Chief Operating Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. The Myrtle Beach team’s down to earth approach that puts the interests of clients first will continue to advance our desire to transform the industry.”
Kingsview’s Myrtle Beach, SC office can be found at 2513 N Oak St, Suite 201 and can be reached at (843) 310-3917.