by parnterwithstg | Jun 10, 2022 | general, Marketing & Business Growth
Kingsview Partners today announced the opening of their newest office in Eureka, California. Partners and Wealth Managers Mike Munson and Daniel Dixon join the independent Registered Investment Advisory firm with over 31 years of combined industry experience.
Along with the benefits garnered by Kingsview’s multi-custodian, fee-based platform, they also have the freedom to provide truly client-centric strategies. They operate under a fiduciary standard and have a comprehensive suite of services, including holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
With twenty-five years of industry experience, Mike Munson began his career in the securities industry in 1996, working with AG Edwards & Sons, Wachovia, and Wells Fargo before transitioning to Kingsview.
He has a widely diversified background, including experience conducting real estate transactions and as a restauranteur. As a business owner and investor, he understands the business trends and economic impacts his entrepreneurial clients face. This knowledge, paired with his financial expertise, means Mike can advise clients with different risk tolerances, time frames, and life experiences.
A longtime resident of Eureka, one of Mike’s personal goals is to serve and enhance his local community to the greatest extent possible. In addition to running his financial practice, he also owns two local businesses, served on the St. Joseph Medical Foundation Board and is an active member of the Eureka Old Town Rotary.
Originally from Baltimore, Maryland, Daniel Dixon was educated at Towson State University in finance and business administration and began his career in restaurant management and real estate investment. Using that experience, he founded a small management firm, which he retired after six years to pursue his vocation as a financial advisor. Daniel moves to Kingsview’s independent platform with six years of industry experience.
Having spent most of his life as an entrepreneur, Daniel brings a unique energy and passion to all his endeavors and works to positively impact his clients’ lives. He has a keen interest in learning, and the information he gains helps elevate the standard of service for his clients.
Daniel is a member of Kiwanis and the St. Joseph’s Foundation board, and serves on the Humboldt County Workforce Development Board.
“Kingsview Partners is very pleased to welcome Mike Munson and Daniel Dixon to the team. They bring an impressive advisory presence and real-world business and entrepreneurial experience that make them a standout partnership in our industry”, says Chief Executive Officer Sean McGillivray. “Their work to elevate the standard of care for their clients aligns perfectly with the Kingsview philosophy and continues to advance our goal of transforming the industry.”
Kingsview’s newest office is located at Office: 205 I Street, Suite A, Eureka, CA 95501. To contact the Eureka office, please call 707-273-6448.
You may also contact Mike Munson at mmunson@kingsview.com and Daniel Dixon at ddixon@kingsview.com.
by parnterwithstg | Jan 13, 2022 | general, Marketing & Business Growth
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 cwright@kingsview.com.
by parnterwithstg | Jan 3, 2022 | general, Marketing & Business Growth
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.
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/.
