Merrill Lynch Indiana Team Joins Kingsview Partners

Merrill Lynch Indiana Team Joins Kingsview Partners

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Kingsview is proud to announce that Partners Phil Williams and Joshua Kammerer have joined the firm on April 9, 2020. The addition of Phil and Joshua further cements Kingsview Partner’s presence in the great state of Indiana with this second location.

Phil has had a career spanning over two decades where he served clients at some of the industry’s largest firms. Joshua has held various positions within the financial services industry before joining Kingsview. The team most recently served their clients at Merrill Lynch Wealth Management in central Indiana where they managed over $100 million in client assets.

Phil and Joshua are excited to offer clients a fiduciary standard of care at their new office which is conveniently located just outside of Indianapolis. Their service offering at Kingsview will include personalized guidance, comprehensive financial planning, professional portfolio management, streamlined performance reporting, and a collaboration with tax and legal professionals.

“Only well supported and prudent financial professionals will be prepared to face the changes this industry is experiencing… and the challenges facing our clients.” noted CEO Sean McGillivray. “Today, one thing is abundantly clear, an independent registered investment advisor is uniquely positioned to provide clients with comprehensive and actionable advice. Having Josh and Phil as partners is a huge help in our mission to do better for clients and a great benefit to the people of Indiana.”

Kingsview’s new central Indiana office can be reached at (317) 343-0203 or (317) 343-0129. See both Joshua and Phil’s biography below:

View Joshua Kammerer’s Bio
View Phil Williams’ Bio