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Kingsview Partners Welcomes Wealth Managers | Partners Josh Farley and Alisha Warren

Kingsview Partners Welcomes Wealth Managers | Partners Josh Farley and Alisha Warren

by | Aug 23, 2024 | Press Releases

Former Edward Jones Advisors Open Joint Office in Mt. Carmel, IL

Kingsview Partners announced today that Wealth Managers | Partners Josh Farley and Alisha Warren have officially joined Kingsview Partners in Mt. Carmel, IL.

Josh and Alisha bring extensive financial experience to the forefront, focusing on problem-solving to build strong, lasting relationships with their clients. They explore every possible avenue to meet their clients’ unique financial needs and goals, helping them progress through various life stages into—and beyond—retirement.

Josh Farley, AAMS®, joins Kingsview after 23 years as a financial advisor with Edward Jones. As an Accredited Asset Management Specialist (AAMS®), Josh leaves no stone unturned when it comes to helping his clients’ financial dreams become a reality. He is honest and upfront with his clients, especially when discussing matters related to life and money. Josh is supported by a service-minded team at his practice, who prioritize taking care of their clients the same way they would expect to be treated.

“I enjoy logistics and problem-solving,” says Josh. “When clients come to me with a goal or financial challenge and we overcome it, it’s very satisfying. I enjoy working with clients to turn a financial dream into reality, celebrate our success, and then, as time passes, doing the same thing with multiple generations.”

Alisha Warren graduated from Millikin University with a BS in Accounting and minors in English and Business. She comes to Kingsview Partners after spending more than 10 years at Edward Jones. Even before beginning her career in financial services, Alisha’s successes were always rooted in serving and helping people. She previously enjoyed various roles in human resources, OSHA safety coordination, along with tax accounting for partnerships, farms, small businesses, and individuals.

“I hate not knowing the answer and love finding a way to fulfill clients’ needs and wishes,” says Alisha. “Meeting financial goals and progressing through life stages into and beyond retirement is one of my favorite things.”

Kingsview Partners CEO Sean McGillivray welcomed Josh and Alisha, saying, “Josh and Alisha have already proven to be a great fit for Kingsview Partners. Their goals and service to clients align perfectly with Kingsview Partners’ elevated standard of care. I am excited to welcome their entire team.”

Josh Farley and Alisha Warren can be contacted at (618) 221-4810 or through the Kingsview website.

Kingsview Partners Welcomes Wealth Managers | Partners Josh Farley and Alisha Warren

Kingsview Partners Welcome Wealth Manager | Partner Scott L. Stephens

by | Jul 19, 2024 | general, Press Releases

Former Wells Fargo Advisor Opens Kingsview Partners Office in San Angelo, Texas

Kingsview Partners announced today the opening of their newest office in San Angelo, TX. As a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Asset Management Specialist (AAMS®), Partner | Wealth Manager Scott L. Stephens has twenty-four years of experience as a former Wells Fargo advisor. He attended Texas Tech University and previously worked with Farm Bureau Insurance for 9 years, gaining valuable insights in the insurance space.

Specializing in comprehensive financial planning, retirement strategies, investment management, and wealth preservation, Scott possesses the knowledge and credentials to guide his clients through intricate financial landscapes.

Scott’s client-focused approach prioritizes long-term financial stability and success. He prides himself on relatability, having built his wealth with the same methods he employs to help the majority of his clients. Scott’s skill set puts him in an ideal position to help his clients navigate complex financial challenges – always aiming to achieve their financial aspirations with diligence and care. “There is nothing more fulfilling than watching someone achieve their goals and dreams”, says Scott.

Kingsview Partners CEO Sean McGillivray welcomed Scott, saying, “His longevity in the field of wealth management and focus on personal connections with his clients makes him an ideal advisor here at Kingsview Partners. We are excited for Scott to join our expanding team”.

Kingsview’s newest office is at 2635 S Johnson St, San Angelo, Texas 76904. Mr. Stephens can be contacted by calling 325-339-1110 or emailing sstephens@kingsview.com.