by parnterwithstg | Oct 14, 2021 | general, Marketing & Business Growth
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 npriddy@kingsview.com.
by parnterwithstg | Aug 25, 2021 | general, Marketing & Business Growth
Kingsview Partners is pleased to announce that that Broadway Financial, a New York-based RIA, has merged with the firm effective August 20, 2021. With this partnership, Kingsview also welcomes Broadway’s principal, Martin Harper, to the Kingsview Partners team.
Kingsview Partners is proud to support this merger both logistically and financially on behalf of their wealth management partners Jonathan and Ian Millman of Woodbury, NY. Mr. Harper will remain a registered investment advisor representative with Kingsview and will continue to provide exceptional service for his clients alongside Jonathan and Ian.
Kingsview Wealth Management’s capabilities and the professionalism of Jonathan and Ian Millman made Mr. Harper’s selection of a new home for his valued clients an easy decision. The firm’s fiduciary model will allow Mr. Harper a truly independent platform to offer sophisticated wealth management services.
Sean McGillivray, CEO of Kingsview Partners, says, “The ability to organize and fund a merger between a Kingsview advisor and an outside RIA continues to be a growth objective for the firm. It is consistent with our desire to serve more clients in a meaningful way while supporting our advisors’ efforts to grow their individual businesses. The entire team at Kingsview welcomes Martin and his clients to the Kingsview family. I couldn’t be more proud of the entire effort as we support clients and advisors alike.”
by parnterwithstg | Aug 17, 2021 | general, Marketing & Business Growth
Firm Ranks No. 1869, With A Three-Year Revenue Growth of 241%.
Inc. magazine today revealed that Kingsview Partners is number 1869 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. This year marks the fourth consecutive year Kingsview Partners has ranked, having also garnered recognition in 2018, 2019, and 2020.
The Inc. 5000 list represents the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, and Patagonia all gained their first national exposure as honorees on the Inc. 5000.
“It is an honor to be ranked amongst such a prestigious group for the fourth time in so many years,” says Kingsview CEO Sean McGillivray.”The women and men of Kingsview work diligently to always put our clients first and consistently elevate the standard of care upon which our business is built. I look forward to doing my part to ensure Kingsview continues to be a force of change in the wealth management industry.”
Kingsview Partners’ ranking on the 2021 Inc 5000 is especially noteworthy given 2020’s unprecedented challenges. Their achievements during this period indicate a high degree of competitiveness within the financial industry, plus the flexibility and resilience necessary for long-term success.
“The 2021 Inc. 5000 list feels like one of the most important rosters of companies ever compiled,” says Scott Omelianuk, editor-in-chief of Inc. “Building one of the fastest-growing companies in America in any year is a remarkable achievement. Building one in the crisis we’ve lived through is just plain amazing. This kind of accomplishment comes with hard work, smart pivots, great leadership, and the help of a whole lot of people.”
Among the 5,000, the average median three-year growth rate soared to 543 percent, and median revenue reached $11.1 million. Together, the companies added more than 610,000 jobs over the past three years.
Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc., which will be available on newsstands on August 20.
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More about Inc. and the Inc. 5000
Methodology
Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2017 is $100,000; the minimum for 2020 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. There was one tie on this year’s Inc. 5000. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.
About Inc. Media
The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including web sites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Vision Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.
For more information on the Inc. 5000 Vision Conference, visit http://conference.inc.com/.
by parnterwithstg | Jul 20, 2021 | general, Marketing & Business Growth
Kingsview Partners is pleased to welcome Misty House as our new Chief Operations Officer. As the COO, Misty’s chief mandate is to ensure the operational integrity of Kingsview and all the firm’s subsidiary businesses. This requires her to be proficient in nearly every aspect of the firm’s activities and partner with department heads and the firm’s wealth managers to improve operational workflows and enhance the end-user experience.
Misty comes to Kingsview Partners with over 28 years of experience in the business world. She has spent her career in multiple financial services, including accounting, mortgage, investment and insurance, with the last ten years in an executive capacity.
Misty’s knowledge of the public and corporate accounting arenas, along with her Accounting and Total Quality Management degrees, serve as the foundation for her business management expertise. She credits her ability to navigate complex situations and personal relationships in order to create efficient systems and increase the bottom line to her years of experience in various service industries. She is a leadership and efficiency expert and has studied the concepts of Six Sigma and process improvement for the last 20 years.
When not at the office, Misty enjoys traveling and appreciating the great outdoors with her husband, James, and their boys, Isaac and Jonah. She also enjoys painting and volunteering for local charities such as Hearts with a Mission, a teen homeless shelter.
Click here to view Misty’s Bio
by parnterwithstg | May 4, 2020 | general, Industry Insights
The industry is in desperate need of a wake-up call. Gimmicks and half-truths seem to be the most popular response to questions of value. Instead of learning from other service industries, advisors and their firms are burying their heads in the sand. Notwithstanding, the current health and economic crisis, we are at a crossroads on how professional, expert advice will be understood and sold in the future.
The democratization of investing has placed the value of a traditional financial advisor into question. The industry has responded by arguing price, access or performance are the most important differentiators for an investor to consider. I would submit that honesty is the single most important quality to look for when selecting an advisor.
Consider the foundation of the advisor/advisee relationship. The consumer of the advice is placing trust in the information provided by the individual giving the advice. It is a transaction whose only value is based on the accuracy of the advice given. This entire arrangement lends itself well to a fiduciary obligation and is a main point I traditionally raise when discussing the competing standards of care.
Beyond the obvious of doing right by clients, truth can be the most powerful sales tool an advisor has at their disposal. The ease of access to information has led to highly educated consumers. These are clients that know more and can ask better questions than ever before. This means expect to be fact checked on everything you say. Honesty and candor are rewarded as this same educated consumer can easily reconcile what you said and what they have read.
Kingsview Partners and all the Wealth Managers within our firm are dedicated to remaking the wealth management client experience. Direct, honest advice regardless of how uncomfortable the conversation – is the standard. Combining this client service ethic with the tools that offered by an independent firm, are what turn the solutions recommended into reality.
Kingsview Partners, through its subsidiaries provides comprehensive services to address a diverse set of client needs. Many advisors believe that joining an RIA will come at a sacrifice of most of their non advisory business lines. While of course there is a fair amount of nuance individually, for most, this simply is not the case. Independence is a cornerstone of best interest. Without competitive options to provide the tools necessary, captive advisors are serving the wrong master.
We cannot always be the smartest person in the room, offer the best performing portfolio, or make fantasy into reality. A sustainable service business is built on a transparent value proposition. The ability to meet and exceed expectations starts with the truth. Honesty is your best quality, use it liberally.
Stay safe,
Sean McGillivray, CEO
