Today Kingsview Wealth Management opened their newest office in Crestview, Florida, welcoming their most recent Partner, Joe Faulk. Beginning his financial career at Edward Jones, Joe has lived in the Crestview area since 2001.
Joe’s entrepreneurial mindset and desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of helping people identify their goals and plan for their financial future makes him a uniquely qualified advisor partner who will carry on the firm’s mission to Elevate the Standard of Care.
Joe will continue to deliver measured and personalized advice to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. The firm recognizes that while investment management and even to a degree financial planning are becoming commodities, the knowledge and experience of an advisor is the true core value in the client/advisor relationship.
Sean McGillivray, the firm’s Chief Operating Officer noted, “Good people are the foundation of our firm. Having spent time getting to know Joe, I could not be prouder of the firm’s latest Partner. The people of Crestview will be well served by a motivated and down to earth advisor that puts their interests first.”
Kingsview’s Crestview, Florida office can be found at 428 North Main Street, Crestview, FL 32536 and can be reached at (850) 359-8357. To read more on Joe’s background click here.