Today, Kingsview Partners both opened the doors to their newest office and simultaneously welcomed their newest Partner and Wealth Manager, David Hooper. “Kingsview could not be more excited to have a new presence in Seattle”, said Joshua Lewis, Senior Managing Partner and CEO of Kingsview Partners.
David joins the firm from Wells Fargo Advisors, where he managed over $60,000,000 in client assets. Holding both the distinguished Chartered Financial Analyst (CFA) designation along with an MBA from the University of Washington, his over two-decade career in financial services ensures he is bringing both experience and knowledge to his new role at Kingsview.
Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Hooper loves the ability to help people and to be a positive influence in their lives. He greatly enjoys building long term relationships with his clients, giving them the assurance that they have someone looking out for their best interests often reminding clients, “life is too short not to trust your advisor.”
Kingsview continues to be an industry innovator, transforming the advisory world with the firm’s mission to “Elevate the Standard of Care.” Sean McGillivray the firm’s Chief Operating Officer comments “The firm and our Partners serve the under-served. Our industry has done a poor job of engaging clients and delivering on their promises. Everyone from senior management, to wealth manger, to administrative staff believe in our client first approach to business.”
David Hooper and Kingsview can be found at:
4727 44th Ave SW, Suite 207
Seattle, WA 98116
O: (206) 531-0117