Wells Fargo Team Joins Kingsview in Fort Wayne, Indiana

Kingsview Partners is proud to announce the grand opening of its newest office in Fort Wayne, Indiana. Managing nearly $250 Million in assets and producing $1.6 Million in revenue, Buff Dormeier will serve as Chief Technical Analyst and Portfolio Manager while sitting on the firm’s Investment Committee. Buff is also joined in Fort Wayne by Don Dormeier, Laura Rowe, and client associate Tia Runyan.

“Buff’s process driven technical approach to portfolio management is a welcome addition to both our Wealth and Investment Management divisions,” said Sean McGillivray, Chief Operations Officer, “His deep experience in the fields of Technical and Volume Analysis as a CMT will be a huge resource to the rest of the firm’s Advisor partners as we grow our SMA offerings and prepare to launch our mutual fund business.”

With 25 years of industry experience, Buff’s desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of finding ideal solutions to each client’s individual needs and assisting them in ensuring those goals are met makes him a uniquely qualified Wealth Manager Partner who will carry on the firm’s mission to Elevate the Standard of Care.

At the firm’s office in Fort Wayne, Buff and his team will continue to deliver measured and personalized advice to clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning.

“We are excited to have Buff as a partner and his deep experience will be a resource to clients,” noted Managing Director of Business Development Aaron Klemow. “Buff’s approach that puts the interest of clients first will continue to advance our desire to transform the industry.” Buff and the Fort Wayne Team can be reached at:

10431 Illinois Road
Fort Wayne, IN 46814
O: (260) 264-0099
fortwayne@kingsview.com

Wells Fargo Advisor Joins Kingsview in Seattle, Washington

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
E: dhooper@kingsview.com
https://www.kingsview.com/advisor/davidhhooper/

Wells Fargo Advisor Joins Kingsview’s Myrtle Beach, South Carolina Office

Kingsview’s newest Partner Erick Ficken has joined the firm as of December 3, 2019. Mr. Ficken attended Newberry College, graduating with a degree in Business Administration and has enjoyed sharing his passion of assisting families with managing their finances for the last 40 years. He has most recently been advising clients at Wells Fargo out of their Myrtle Beach, South Carolina branch where he managed over $50,000,000 in assets. Accompanying him is long-time client service partner Krista Corliss-Taylor.

At the Kingsview Myrtle Beach office, Erick will continue to deliver measured and personalized guidance to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. Though prior firms often hindered his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services.

“We are extremely excited to welcome Erick as the newest Partner to 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. Erick’s experience, knowledge and approach of putting his client’s interests 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) 310-4255. To read more on Erick’s background click here.

Wells Fargo Advisor Joins Kingsview in Greensboro, North Carolina

Today, Kingsview Partners both opened the doors to their newest office and simultaneously welcomed their newest advisor partner, Andrew Taylor. “Kingsview could not be more excited to join the local business community in Greensboro”, said Joshua Lewis, Senior Managing Partner.

Andrew joins the firm from Wells Fargo, where he managed over $60,000,000 in client assets. His over two-decade career in financial services ensures he is bringing both experience and knowledge to his new role at Kingsview.

Kingsview continues to be an innovator, transforming the advisory world with the firm’s mission to “Elevate the Standard of Care” and encourage investors to demand more from the industry.

“The firm and our Partners serve the under-served”, commented Sean McGillivray the firm’s Chief Operating Officer. “The financial services sector has done a poor job of engaging clients and delivering on the promises they make. Everyone from senior management, to advisor, to administrative staff believe in our client first approach to business.”

Andrew Taylor and Kingsview can be found at:

101 Centreport Dr., Suite 140
Greensboro, NC 27409
O: (336) 281-9847
E: ataylor@kingsview.com
www.kingsview.com/advisor/andrewtaylor

Wells Fargo Advisor Joins Kingsview in Greensboro, North Carolina

Kingsview’s newest Partner Richard “Rich” Polson has joined the firm as of October 24, 2019. After earning his MBA, Rich has worked in the financial services sector for 17+ years at various firms, most recently advising clients at Wells Fargo out of their Greensboro, North Carolina branch where he managed over $170m in assets.

Mr. Polson’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.

At the new office in Greensboro, Rich 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.

“Kingsview is extremely excited to welcome Rich as a partner to 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. Rich’s genuine honesty and strong desire to put the interest of clients first will continue to advance our desire to transform the industry.”

Kingsview’s Greensboro, NC office can be found at 101 Centreport Dr, Suite 140 and can be reached at (336) 281-9823: rpolson@kingsview.com, www.kingsview.com/advisor/richardpolson

Wells Fargo Advisor Joins Kingsview’s Casper, Wyoming Office

Kingsview’s newest Partner Tony Lantis has joined the firm as of September 19th, 2019. After earning a degree in Business Administration from the University of Wyoming, Tony began his now 26+ year financial services career at Dain Bosworth, most recently advising clients at Wells Fargo out of their Casper, Wyoming branch where he managed over $55,000,000 in assets. Accompanying Mr. Lantis is long-time client service partner Caryn Young.

Tony’s desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. His ongoing passion of finding ideal solutions to each client’s individual needs and assisting them in assuring those goals are met makes him a uniquely qualified Wealth Manager Partner who will carry on the firm’s mission to Elevate the Standard of Care.

At the Casper office, Tony 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.

“We are extremely excited to welcome Tony as the newest Partner to 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. Tony’s approach that puts the interest of clients first will continue to advance our desire to transform the industry.”

Kingsview’s Casper, WY office can be found at 152 North Durbin St, Suite 230 and can be reached at (307) 201-3610.

Ian and Jon Millman Earn Accredited Fiduciary Designation® From Fi360

IAN MILLMAN and JONATHAN MILLMAN
EARN ACCREDITED INVESTMENT FIDUCIARY DESIGNATION ® FROM Fi360

Woodbury, NY 8/28/2019 Ian and Jonathan of Kingsview Wealth Management have been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Our Mission, in Woodbury, is to provide our clients “sleep equity”, the ability to lay their heads on the pillow at night and never worry, knowing we are working to brighten their financial future.

Kingsview Wealth Management is a multi-faceted, fee-based investment advisory firm. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.

About Fi360
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn.

Fi360, based in Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) and Professional Plan Consultant® (PPC®) designations.

Kingsview Ranked on the Inc 5000 List For Second Consecutive Year

Kingsview Partners is proud to announce it has officially ranked on the Inc. 5000 list of the fastest-growing privately held companies in America for the second consecutive year.

“I am incredibly proud of how we have grown our firm 764% over the past three years,” said Aaron Klemow, Kingsview’s Managing Director of M&A. “The continued growth is underpinned by our strong culture and commitment to elevating the standard of care clients receive from their financial advisors.”

Chief Operating Officer, Sean McGillivray added, “To be recognized by Inc 5000 for two consecutive years is truly an extraordinary accomplishment and places us among elite company. We are certainly proud of our team here at Kingsview Partners and we don’t plan on slowing down anytime soon. Our partners will continue to deliver measured and personalized service, embracing the firm’s no-nonsense approach to advice, investment management and financial planning.”

“It is always exciting to receive recognition for our growth,” said Josh Lewis, Senior Managing Partner of Kingsview Partners. “It is my goal to make sure that as we continue to grow, we do so in a prudent manner to ensure the long term stability of our firm.”

Edwards Jones Advisor Joins Kingsview in Crestview, Florida

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.

Wells Fargo Duo Joins Kingsview in Myrtle Beach, South Carolina

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.