Wells Fargo Advisor Joins Kingsview in Santa Cruz, California

Kingsview’s newest Partner John Lubell has joined the firm as of February 21st, 2019.  After earning his MBA, John began his now 20+ year financial career at Merrill Lynch, most recently advising clients at Wells Fargo out of their Santa Cruz, California branch where he managed over $120m in assets.

John’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 Soquel, John 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 John 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.  John’s down to earth approach that puts the interest of clients first will continue to advance our desire to transform the industry.”

Kingsview’s Soquel, CA office can be found at 2901 Park Ave, Suite B2 and can be reached at (831) 200-1205.  To read more on John’s background click here.

Wells Fargo Advisor Joins Kingsview in Casper, Wyoming

February 1st, 2019 marks the first day at Kingsview for firm’s newly minted Partner, Robert “Bob” Robinson. Beginning his financial career at Wells Fargo, Bob has done nearly every job in the bank/brokerage world. After starting at teller, he ended his 12-year tenure at Wells as the Casper, Wyoming branch’s sole financial advisor where he managed over $170m in assets.

Bob’s dedicated, service model is a near perfect match for Kingsview’s client servicing ethic. His simple motto of treating others as he would like to be treated makes him the perfect advisor partner to carry on the firm’s mission to Elevate the Standard of Care.

Bob will continue to deliver measured and personalized advice to his clients, embracing our no-nonsense approach to advice, investment management and financial planning.  Kingsview recognizes that a personalized and intimate approach to a client’s financial life that allows them to leverage the knowledge and experience of an advisor is the true core value in the client/advisor relationship.

“Good people are the foundation of our firm. Having spent a good amount of time getting to know Bob, his assistant, and his family I could not be prouder of the firm’s latest Partner. The people of Wyoming will be well served by a driven and down to earth advisor that puts their interests first.” – Sean McGillivray, the firm’s Chief Operating Officer.

Kingsview’s Woodbury office can be found at 152 North Durbin Street, Suite 230 and can be reached at (307) 439-4447. To read more on Bob’s background click here.

Wells Fargo Team Joins Kingsview in Woodbury, New York

Four Advisors from Wells Fargo Join Kingsview

Today, Kingsview Asset Management welcomed four new partners to our coalition. Managing well over $200,000,000 in assets at Wells Fargo Advisors, Jonathan Millman, Ian Millman, Mario Veneroso and Alan Yakuboff are the founding partners of Kingsview’s Woodbury, New York office.

The four advisors are joined by Jill Hoenings, the office’s Licensed Senior Branch Administrator. This was an easy decision for all, as all four advisors have defined their careers by offering superior client service, sophisticated financial planning and consistent advice.

Kingsview is a go-to choice for client centric financial advisors who are tired of the low touch, high cost model of the traditional wirehouse. Kingsview’s exclusive Fiduciary Freedom partner model is designed around our refreshingly simple mission statement: Elevating the Standard of Care. The firm and its Partner Advisors find commonality on an understanding that the industry has repeatedly done poorly by clients. Kingsview is dedicated to a no nonsense, knowledge first approach to client education and engagement.

The Woodbury, New York office focuses on clients with a wealth preservation mindset. The office serves as a client’s “CFO” and delivers a boutique service offering that executes on a holistic plan: investment management, goal based financial planning, cash management and legacy planning.

“Kingsview could not be more excited to welcome four great advisors as partners in our firm. Our brand and our client service ethic speak to good people, who want to do good things for those they value. It is our hope to continue to exceed client expectations and reestablish the role of the trusted fiduciary in this industry,” said Sean McGillivray, the firm’s Chief Operating Officer.

Kingsview’s Woodbury office can be found at 1000 Woodbury Rd, Suite 404, Woodbury, NY 11797 and can be reached at (516) 515-1961. Click here for more information on the office.

Wells Fargo Advisor Joins Kingsview in Mountain View, California

Kingsview Asset Management is pleased to announce that Michael Kissinger has joined the firm’s partnership. Michael is overseeing the opening of Kingsview’s first office in heart of Silicon Valley. Michael joins Kingsview from Wells Fargo, where he managed over $100,000,000 in client assets.

Michael is a veteran in the financial advisory industry with over two decades of experience serving clients in the San Francisco bay area.

“Mike is a perfect fit for Kingsview,” notes Sean McGillivray, the firm’s Chief Operating Officer. “When the firm considers an advisor to join our partnership, we are looking for someone that exemplifies our mission of elevating the standard of care our clients receive.”

“I am excited for the opportunity to bring a high touch advisory model to my clients in the Bay,” says Michael Kissinger speaking about his new role. “The decision to join Kingsview was simple for me. The firm’s mission and client servicing ethic is a great match for how I have built my career. I look forward to working side by side with my clients under the Kingsview banner.”

Michael Kissinger’s new contact information is as follows:

Office location: 2570 W. El Camino Real, Suite 210, Mountain View, CA 94040
Office phone: (650) 383-4911
Email: mkissinger@kingsviewam.com
http://www.kingsview.com/advisor/mikekissinger

Kingsview Asset Management is a nationally recognized investment advisory firm headquartered in the Pacific Northwest. The firm serves a discriminating clients base through a network of offices across the country run by partner advisors.  For more information visit www.kingsview.com

Kingsview Ranked on the Inc 5000 List

Kingsview Asset Management has officially ranked on the Inc. 5000 list of the fastest-growing private held companies in America.

“I am extremely proud that we grew our firm by 133.2% last year to ultimately finish 2017 with 801.38 million in assets,” said Aaron Klemow, Kingsview’s Managing Director of Business Development. “I believe our growth is a testament to our strong culture as well as our client and advisor centric business model.”

While the firm showed dramatic growth in Assets Under Management and revenue, the firm’s growth in assets per client of 65.93% was particularly notable, as it is among the larger growth figures for ranked firms within Kingsview’s industry. Kingsview’s growth has not left its clients behind.

“We are excited to receive recognition for our growth” said Josh Lewis, Senior Managing Partner of Kingsview Asset Management.

Edward Jones Advisor Joins Kingsview in Suwanee, Georgia

Amy Greiner, CFP® has joined Kingsview Asset Management, working out of the firm’s new office in Suwanee, Georgia. Amy brings over two decades of experience in financial services including eight years of experience as a financial advisor serving clients in the South East.

“I am so excited to bring fiduciary investment advice and financial planning to Suwanee. It has been a goal of mine to continue to improve the lives of the people I serve, and this is the next step in fulfilling that goal.” Said Greiner.

Amy opens the doors of her newly constructed office located at the “Shoppes at Olde Towne” on Friday, September 14th.

“Amy is the embodiment of Kingsview Asset Management’s core values. Every person in our organization, including Amy, is dedicated to raising the standard of care and ensuring our clients get more from their financial advisory relationship,” said Sean McGillivray, the firm’s Chief Operating Officer.

Amy and her branch office administrator can be found at 425 Buford Hwy, Suite 205A, Suwanee, GA 30021. The office phone number is 678-616-1040 and she can be reached by email at agreiner@kingsviewam.com.

Amy is excited to have her new office open for Suwanee Fest and invites all in attendance to come by and see the new space.

Kingsview Asset Management Ranked #7 in Financial Advisor Magazine

Kingsview Asset Management has officially ranked #7 on FA- Magazine’s list of the country’s fastest growing independent advisory firms.  The 2018 list was based on each firm’s growth performance during the 2017 calendar year.

“I am extremely proud that we grew our firm by 133.2% last year to ultimately finish 2017 with 801.38 million in assets,” said Aaron Klemow, Kingsview’s Managing Director of Business Development. “I believe our growth is a testament to our strong culture as well as our client and advisor centric business model.”

Particularly notable was the firm’s growth in assets per client of 65.93% which was among the larger growth figures for ranked firms.

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

Edward Jones Advisor Joins Kingsview in West Chester, Pennsylvania

Eric Shawn Smith, CFP®, has joined Kingsview Asset Management as a Financial Advisor, operating out of the firm’s new office location in the heart of historic West Chester, PA.

Smith joins Kingsview with over a decade of experience as an investment advisor and financial planner. Eric’s high touch service combined with Kingsview’s boutique advisory business model is ready to serve client’s long term financial needs.

“I could not be more happy to be part of the fiduciary team here at Kingsview Asset Management,” said Smith. “It is refreshing to be part of an organization that truly values client best interest above all else. I am committed to that end and committed to serving this community.”

“Having Eric Smith join the team was essential to the successful entry into the West Chester market”, said Sean McGillivray the firm’s COO. “The first step in entering a new area is finding a local advisor who’s service ethic embodies that of the firm. I think it is easy to say we found a great partner in Eric.”

Kingsview Asset Management is an investment advisor registered with the Securities and Exchange Commission serving client financial planning and investment advisory needs across the country through the firm’s dedicated financial advisors and satellite offices.

Edward Jones Advisor Joins Kingsview in Wilmington, Delaware

Joshua Coupe, has joined Kingsview Asset Management as a Financial Advisor, working from the firm’s new office in Wilmington, Delaware.

“I am excited about this new venture. Putting client interest first has always been my mission and it is great to be part of a firm that is founded on these principles”, said Coupe. Investors now have a new fiduciary advisor to choose from in the Wilmington area as Joshua serves clients out of his Marsh Road office.

Coupe joins Kingsview with over ten years of experience as an investment advisor. His highly personalized service and desire to meet and exceed client expectations will be a great compliment to the Kingsview advisory family.

“I believe Joshua will be a great fit for the culture we nurture everyday here at Kingsview”, said Sean McGillivray, the firm’s Chief Operating Officer. “Kingsview has dedicated itself to raising the standard of care and meeting the ever more complex needs of our clients.”

Kingsview Asset Management is a investment advisor registered with the Securities and Exchange Commission serving client financial planning and investment advisory needs across the country through the firm’s dedicated financial advisors and satellite offices.

 

Wells Fargo Advisor Joins Kingsview in Waco, Texas

Zane Christian, has joined Kingsview Asset Management as a Financial Advisor, working from the firm’s new office in Waco, Texas.

“I’m looking forward to working with Kingsview and joining a team that has always been dedicated to upholding a fiduciary standard,” said Christian. “I believe we can work together to better meet investor needs as we grow our footprint in Waco.”

Christian’s experience as an investment advisor and his relationship based approach to financial planning brings an effective perspective to the field, along with his desire to provide accessible financial information for clients.

“We are excited to welcome Zane to our team, and excited to expand into Texas,” said Josh Lewis, Senior Managing Partner of Kingsview Asset Management. “His background and experience will be right at home at our firm.”