by parnterwithstg | Feb 5, 2021 | Marketing & Business Growth, Uncategorized
Wells Fargo Advisor Joins Kingsview Partners in Evans, Georgia
Opening their newest office in Evans, Georgia, Kingsview is excited to welcome Partner and Wealth Manager Charles Butler. Joining the firm from Wells Fargo where he has proactively managed over $75 million in assets, Charles brings 20 years of expertise providing highly personalized experiences and delivering comprehensive financial planning solutions.
Mr. Butler focuses on helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of his ongoing responsibilities includes wealth planning, asset allocation and investment performance. He enjoys being a trusted advisor and is passionate about building strong, long standing relationships and generational wealth for his clients.
“Kingsview is extremely excited to welcome Charles to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Charles’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”
Kingsview’s Evans, Georgia office is located at 601 N. Belair Square, Suite 6, Evans, GA 30809 and can be reached at (706) 447-9897.
by parnterwithstg | Dec 4, 2020 | Press Releases
Wells Fargo Advisor Joins Kingsview Partners Office in Myrtle Beach, SC
Kingsview is excited to welcome their newest Partner and Wealth Manager Randal Nesmith in their Myrtle Beach office. Joining the firm from Wells Fargo, where he has proactively managed over $70 million in assets, Randal brings 30 years of expertise, providing highly personalized experiences and delivering comprehensive financial planning solutions.
Mr. Nesmith focuses on helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of his ongoing responsibilities includes wealth planning, asset allocation and investment performance. He enjoys being a trusted advisor and is passionate about building strong, long-standing relationships and generational wealth for his clients.
“It is easy to see by Randal’s decades of service that the quality of his character and substantial industry expertise make him a perfect fit for Kingsvjew exclusive partnership,” noted Chief Executive Officer Sean McGillivray. “Partners like Randal make the firm’s mission of elevating the standard of care possible.”
Kingsview’s Myrtle Beach office is located at 2513 N. Oak St., Suite 201, Myrtle Beach, SC 29577 and can be reached at (843) 946-5611.
by parnterwithstg | Sep 16, 2020 | Press Releases
Wells Fargo Advisor Joins Kingsview Partners In Alpharetta, GA
Kingsview’s newest Partner Aaron Das has joined the firm as of September 11, 2020. Mr. Das was born in India, moving to Atlanta when he was eight years old, and has remained in the area ever since. After graduating from Emmanuel College with a degree in Business Administration, he began his career in financial services as a banker for BBT Bank, Wachovia, Wells Fargo and then transitioned to Wells Fargo Advisors as a Financial Advisor where he managed over $50,000,000 in assets.
At the Kingsview Alpharetta office, Aaron 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 Aaron as the newest Partner to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Aaron’s experience, knowledge, and approach of putting his client’s interests first will continue to advance our desire to transform the industry.”
by parnterwithstg | Sep 16, 2020 | Press Releases
Wells Fargo Advisor Joins Kingsview Partners In Alpharetta, GA
Kingsview’s newest Partner Aaron Das has joined the firm as of September 11, 2020. Mr. Das was born in India, moving to Atlanta when he was eight years old, and has remained in the area ever since. After graduating from Emmanuel College with a degree in Business Administration, he began his career in financial services as a banker for BBT Bank, Wachovia, Wells Fargo and then transitioned to Wells Fargo Advisors as a Financial Advisor where he managed over $50,000,000 in assets.
At the Kingsview Alpharetta office, Aaron 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 Aaron as the newest Partner to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Aaron’s experience, knowledge, and approach of putting his client’s interests first will continue to advance our desire to transform the industry.”
by parnterwithstg | Sep 16, 2020 | Press Releases
Edward Jones Advisor Joins Kingsview Partners In Albuquerque, NM
Opening their first office in the state of New Mexico, Kingsview Partners is excited to welcome Partner and Wealth Manager Mike Enriquez to the firm. Bringing 10 years of industry experience, Mike has previously worked with clients as an Advisor at Morgan Stanley and most recently at Edward Jones managing over $50,000,000 in assets.
“With strong ethical values and a heart-felt desire to serve others, Mike will continue to advance Kingsview’s desire to transform the industry,” commented CEO Sean McGillivray.
Mike’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 his new office in Albuquerque, Mike will continue to be the calm voice of reason for his clients, providing soothing and clear-headed solutions while embracing the firm’s no-nonsense approach to advice, investment management and financial planning.
