by parnterwithstg | Jun 9, 2023 | general, Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Pampa, Texas
Kingsview Partners today announced the opening of their newest office in Pampa, Texas.
Partner | Wealth Manager Keith Demetriades is a former Edward Jones advisor with twelve years of experience and a passion for providing financial education and guidance to his clients. Combining his engineering and military background, Keith brings a unique perspective to his work, leveraging his analytical skills and a profound understanding of the significance of financial literacy.
Keith’s journey began during his time in the military, where he witnessed individuals earning substantial incomes but struggling with financial insecurity. Remembering the wise words of his mother, who taught him that “it’s not what you make, it’s what you keep,” Keith recognized the crucial need for financial education in people’s lives.
This realization was further solidified as he worked toward a Bachelor’s degree in Biomedical/Medical Engineering from Tulane University, where he honed his problem-solving abilities and attention to detail. Along the way, he noted a lack of financial education in traditional academic settings, prompting him to embark on a mission to help others understand the “why” behind their financial decisions.
For many, that “why” includes helping others, and Keith says, “Helping clients become good stewards of their resources allows them to reach their goals, plus increase their generosity towards others. It’s rewarding knowing my work helps not only the client in my office, but also those they care deeply about and want to provide for.”
After serving 24 years as a Naval Aviator in the US Navy, Keith retired in 2011 and transitioned into his second career at Edward Jones. He pursued further education to enhance his financial expertise, studying at UCLA and earning his Certified Financial Planner (CFP®) designation in 2016. Keith’s commitment to lifelong learning ensures that he remains current with the latest financial strategies and tools to better serve his clients.
“We are pleased to welcome Keith Demetriades to our team,” says Sean McGillivray, Kingsview Partners CEO. “His vast expertise and steadfast commitment to client education aligns seamlessly with our mission to offer comprehensive wealth management solutions.”
Kingsview’s newest office is at 721 W Kingsmill Ave., Pampa, TX 79065. Mr. Demetriades can be contacted by calling (806) 223-1105 or emailing kdemetriades@kingsview.com.
by parnterwithstg | Apr 14, 2023 | general, Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Georgetown, Texas
Kingsview Partners today announced the opening of their newest office in Georgetown, Texas. Partner | Wealth Manager Christopher G. Cantu is a former Edward Jones advisor with nine years of experience.
Originally from Abilene, Texas, Chris now resides in Georgetown. He earned Master of Arts (MA) degrees in Operational Art and Military Science from Air University, Montgomery, Alabama and Computer Resources / Information Management from Webster University, Webster Groves, Missouri. He also holds a BS in Electrical Engineering Technology from Texas Tech University, Lubbock, Texas.
This dedication to learning carries over into his work as a wealth manager. “I believe a commitment to learning about and understanding client needs is one of my key strengths as a financial advisor,” says Chris. “To guide my clients with care and integrity, I must fully comprehend the scope of their needs.”
A financial journey often requires stamina, patience, and courage to succeed. As a retired Air Force Colonel, this is familiar territory for Chris, a decorated combat commander and two-time Bronze Star recipient who has flown 288 combat/combat support sorties in three major conflicts. Guided by this unique experience, he advises clients to “only take as much risk as necessary in order to accomplish their goals.” His personal motto is Fortitudine Vincimus, which translates to “By Endurance We Conquer.”
“I understand the idea of setting a goal and working toward it with resolve,” declares Chris, “and I believe that I was spared in combat for the purpose of serving others and making a positive difference in their lives.”
His areas of focus include:
- Small Business Owners
- Women in Transition
- Families/Individuals within 5-7 years of Retirement
Chris considers building relationships one of the most important aspects of his work. He deems it a privilege to serve his clients in attempting to create financial security throughout the various stages of their lives.
Kingsview’s newest office is at 1821 Westinghouse Road, Building 1, Suite 1170, Georgetown, Texas, 78626. Chris can be contacted at 512-686-7398 or by email at ccantu@kingsview.com.
by parnterwithstg | Feb 17, 2023 | general, Marketing & Business Growth
Former Edward Jones Advisor Opens Kingsview Partners Office in Edmonds, WA
Kingsview Partners today announced the opening of their newest office in Edmonds, Washington. Partner | Wealth Manager Mark Weatherly is a former Edward Jones advisor and Chartered Financial Consultant™ (ChFC®) with seven years of experience.
Originally from Port Townsend, WA, Mark learned about finances at a young age. “My father gave my brother, sister and me each a small brokerage account when we were young, so I’ve been investing personally since I was nine years old. He explained how the markets worked, taught us about local companies, and discussed saving and investing for the long run. It’s been a passion for me ever since.”
Mark developed his “client first” ethic growing up through work in his family’s restaurant, where revenue was heavily dependent on the tourist season and the loyalty of local customers.
“I learned back then that we had to establish a relationship where people felt comfortable coming back to us time and again, and that still holds true. Feeling confident in someone’s values and ethics is paramount, especially when they’re helping to guide your financial future. I’m very passionate about the full scope of financial planning, which translates into every conversation I have with my clients.”
Every investor has unique needs, so Mark customizes his strategies to help people work toward their financial goals. Whether that means saving for education or a down payment on a new home, protecting accumulated wealth, or mapping out estate and tax efficiency considerations, he is committed to providing an outstanding client experience.
Mark’s areas of focus include:
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Estate and Legacy Strategies
- Retirement Income Strategies
- Insurance and Annuities
Outside work, Mark and his wife, Armida, live in the community of Edmonds and are raising their granddaughter, Leah. They are very involved in the community and their church. Mark also enjoys golf, time spent with family, and watching the Seahawks in his spare time.
Kingsview’s newest office is at 6100 219th Street SW, Suite 480 Mountlake Terrace, WA 98043. Mr. Weatherly can be contacted by calling 425-329-3077 or emailing mweatherly@kingsview.com.
by parnterwithstg | Nov 4, 2022 | general, Marketing & Business Growth
Former Edward Jones Advisor Opens Kingsview Partners Office in Falls Church, VA
Kingsview Partners today announced the opening of their newest office in Falls Church, Virginia. Partner and Wealth Manager Brian Bobby joins the firm with four years of industry experience.
Originally from Centreville, Virginia, Brian grew up in a suburb of Washington, D.C., and currently resides in Aldie, Virginia. He graduated from the University of Georgia in 2008 with a degree in Management Information Systems and a minor in Finance, and began his career in technology consulting, working with both IBM and Accenture Federal Service.
Mr. Bobby’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals. He strives to emphasize quality service and a clear process because he believes those things are essential to ensure his clients feel understood, in control, and secure with all aspects of their financial lives.
Whether the client’s most important goal is to retire comfortably, have a child finish their education debt-free, or take that trip they have always dreamed of, Brian stands ready to develop a unique strategy for each client’s needs.
“It’s a collaborative effort,” says Brian. “I work closely with the client and a team of professionals to determine the most appropriate strategies. I believe it’s important to invest my time to understand what my clients are working toward before I provide investment guidance.”
“We’re pleased to welcome Partner and Wealth Manager Brian Bobby to the Kingsview team. His commitment to understanding his client’s long-term goals and creating a highly personalized strategy for them aligns with Kingsview’s mission,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on their promises, but Brian’s focus on service matches our desire to transform the financial space for investors.”
Kingsview’s newest office is at 2941 Fairview Park Dr., Ste. 800, Falls Church, VA 22042. Mr. Bobby can be contacted by calling 703-972-5120 or emailing bbobby@kingsview.com.
by parnterwithstg | Nov 4, 2022 | general, Marketing & Business Growth
Former Edward Jones Advisor Opens Kingsview Partners Office in Falls Church, VA
Kingsview Partners today announced the opening of their newest office in Falls Church, Virginia. Partner and Wealth Manager Brett Sposa joins the firm with six years of industry experience, and his comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
Mr. Sposa enjoys a creative approach to problem-solving and leverages the idea of connection as a cornerstone of his business philosophy. “I have a deep desire to help people, so If I can’t solve a problem for my clients, I will always take it a step further and do my best to connect them with someone who can.” With their goals in mind, Brett guides clients through an established process, using customized strategies to help them find solutions to their unique issues.
He’s grateful to live in the community he serves and can be found golfing, working around the house, enjoying Virginia Tech sports and spending time with family and friends in his free time.
“I do believe in giving back wherever I can,” says Brett. He does that by coaching a local special needs Little League team with his father. He also started a non-profit 501c3 called “The Giving Game” in 2020, which works to bring people together for fun events to raise money and awareness for those in need.
“We’re pleased to welcome Partner and Wealth Manager Brett Sposa to the Kingsview team. His mindset aligns perfectly with the Kingsview mission to build meaningful relationships with our clients,” says Chief Executive Officer Sean McGillivray. “Our industry has historically done a poor job of engaging clients and delivering on their promises, but Brett’s focus on service matches our desire to transform the financial space for investors.”
Kingsview’s newest office is at 2941 Fairview Park Dr., Ste. 800, Falls Church, VA 22042. Mr. Sposa can be contacted by calling 703-972-5120 or emailing bsposa@kingsview.com.
by parnterwithstg | Sep 9, 2022 | general, Marketing & Business Growth
Kingsview Partners today announced the opening of their newest office in Falls Church, Virginia. Partner and Wealth Manager Nick Sposa joins the firm with ten years of industry experience.
Mr. Sposa’s passion is to provide a positive impact with his guidance, and to form relationships that allow him to watch his clients’ lives and financial plans unfold over time. 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. Sposa’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals. He strives to emphasize quality service and a clear process because he believes those things are essential to ensure his clients feel understood, in control, and secure with all aspects of their financial lives. He is also a 2022 Forbes/SHOOK Next Gen Wealth Advisor Best In State for Virginia.
Outside of work, Nick is an avid conservationist and outdoorsman with an interest in camping, kayaking, fishing, bowhunting and hiking. He shares these interests with his wife, Rachel, and their children, Ronan and Jacoby.
“We are pleased to welcome Partner and Wealth Manager Nick Sposa to the Kingsview team. His focus on the client and commitment to working in their long-term best interests reflect our fundamental principles,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on their promises, but Nick’s strong focus on service aligns with our desire to transform the financial space for investors.”
Kingsview’s newest office is at 2941 Fairview Park Dr., Ste. 800, Falls Church, VA 22042. Mr. Sposa can be contacted by calling 703-972-5120 or emailing nsposa@kingsview.com.
