Kingsview Partners recently welcomed Chris Wright of Milford, Connecticut, joining the team after 25 years at Wells Fargo. Having worked with both families and individuals, Chris specializes in helping clients plan for short-term and retirement needs. Chris prioritizes on generational continuity, which he believes is achievable through communication, honesty, and straightforward planning.
Experienced practicing advisors like Chris are drawn to Kingsview Partners because of our commitment to promoting autonomy, flexibility, and adhering to the specific needs of each financial advisor. Like many in his profession, Chris sought innovative, proactive, and engaging ways of helping and effectively delivering every promise made to his clients.
A major part of optimizing client care for our network of financial advisors is giving them a customized, flexible, and convenient work environment. Whether that means finding them a bigger office space or one that’s closer to home, we spare nothing when it comes to creating a comfortable and productive work environment.
In Chris Wright’s case, we even set his office space up in the comfort of his own home, where he can finally have that perfect work/home life balance he desired.
Take a look at Chris’ setup (and think about how we can make something similar a reality for your practice):
Unfortunately, the industry is further behind on adapting to modern means of implementing these conditions than many are willing to admit. This is especially the case among large companies that base their operations around the conventional corporate hierarchical paradigm. Kingsview Partners and Mr. Wright both share a mutual understanding on the importance of maintaining a unique and contemporary approach to servicing clients, along with keeping financial advisors readily connected to the necessary tools, resources, and conditions they need to provide high-quality satisfaction.
Recognizing and upholding these facets of financial service are what separate Kingsview Partners from other firms. Your path to operational freedom, an unfettered work/life balance, and expanding the capabilities of your business in ways that weren’t possible in your current situation are more conceivable and applicable than you may have been led to believe. You decide how to run and grow your business in your Kingsview partnership, but that all starts with making the most important decision of all – taking the first step.
Former Wells Fargo Advisor Opens Kingsview Partners Office in Milford, CT.
Opening their newest office in Milford, Connecticut, Kingsview is excited to welcome Partner and Wealth Manager Chris Wright, who brings 25 years of industry experience to the firm.
Originally from Connecticut, Chris attended Union College in Schenectady, New York, majoring in Political Science and Economics. After beginning his career with Nathan & Lewis, Chris moved to the Wells Fargo family of companies in 1997 and built his practice there over the next 25 years.
Chris works with individuals and families, forming personal relationships that transcend generations and help people plan for short-term and retirement needs. He prioritizes generational continuity and believes that communication – and an honest, straightforward plan – serve as the building blocks for financial success.
When not at work, Chris enjoys spending time with his wife Jackie and his four children: Samantha and her husband Joey, David, Christopher, and Matthew. He also enjoys cooking and time spent outdoors, particularly at the beach. “Kingsview is pleased to welcome Chris, with his impressive professional experience and client-focused philosophy, as a Partner and Wealth Manager,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Chris’s strong desire to elevate the standard of care for his clients continues to advance our goal of transforming the industry.”
Kingsview’s newest office is located at 1 Springdale St., Milford, CT, 06460. Chris Wright can be contacted at (475) 549-0859 or email@example.com.
Kingsview Partners is pleased to welcome Melissa Smith-White as the new Vice President of Strategic Business Development for Kingsview Trust & Insurance. Her primary role is to build brand recognition for the Kingsview Trust & Insurance (KTI) brand by evaluating current market trends for opportunities and proposing new business development strategies.
Melissa graduated from Columbia College with a degree in Business Administration, carries a CWS certification and comes to Kingsview with over 20 years of industry experience. Her business philosophy incorporates a team-focused approach to client service, creating a robust and holistic dynamic that draws on shared talents and experience. Melissa’s expertise lies in driving revenue and growth while providing innovative organizational development, team leadership and financial management.
Melissa works closely with Kingsview Wealth Managers and professionals in our Financial Planning and Advisor Strategy teams to construct a successful, repeatable sales and marketing program.
Former Edward Jones Advisor Opens Kingsview Partners Office in Huntingdon, TN
Opening their newest office in Huntingdon, Tennessee, Kingsview is excited to welcome Partner and Wealth Manager Nick Priddy, who brings more than 17 years of industry experience to the firm.
Driven by a passion for advising his clients in a transparent, understandable way, Nick is thankful to be aligned with an independent Registered Investment Advisory Firm, where he operates under a fiduciary standard. Along with the benefits garnered by Kingsview’s multi-custodian, fee-based platform, he also has the freedom to provide truly client-centric strategies. Mr. Priddy’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
After graduating from the University of Tennessee at Martin with a B.S. in Engineering and a minor in Business Administration, Nick found his true calling in cultivating a consistent process for long-term financial success. He understands the importance of stability and dedication, and worked with Edward Jones for 17 years before joining Kingsview. Nick also holds an AAMS and prides himself on the application of Christian principles to his craft.
Away from the office, Nick’s personal interests stay true to the values and interests of Tennessee. When he’s not in the office curating his clients’ financial security, Nick can be found raising registered Angus cattle and competing in rodeos and roping events throughout the state.
“Kingsview is pleased to welcome Nick, with his extensive experience and “client-first” philosophy, as a Partner and Wealth Manager,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Nick’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”
Kingsview’s newest office is located at 20300 Main St. E., Huntingdon, TN 38344. Nick Priddy can be contacted at (731) 418-3903 or firstname.lastname@example.org.