by Steven Lubrano | Sep 13, 2024 | Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Martinsville, Virginia
Kingsview Partners announced today the opening of their newest office in Martinsville, Virginia. Michael Gourley, AAMS® brings over 15 years of financial services experience to his new independent Kingsview Partners practice. With an abundance of experience in the financial industry, he understands the importance of tailoring plans to fit each client’s unique circumstances. Michael is committed to building long-term relationships, ensuring that his clients feel supported every step of the way. Prior to his time as a financial advisor, Michael served as a Sergeant in the United States Marine Corps, demonstrating leadership and dedication that continue to influence his work today.
As an Accredited Asset Management Specialist (AAMS®), Michael has a passion for helping clients achieve their financial goals, guiding them with personalized strategies and advice. His dedication to their financial well-being drives him to continually seek the best solutions for their needs. “I have always loved helping people financially and assisting my clients in achieving their goals,” says Michael.
Kingsview Partners CEO Sean McGillivray welcomed Michael, saying, “We’re thrilled to have Michael join Kingsview Partners. His vision is a perfect match for our firm’s commitment to delivering high-quality financial solutions.”
Kingsview’s newest office is at 156 East Market Street, 1st Floor, Martinsville, VA 24112. Mr. Gourley can be contacted by calling (276) 201-1200 or emailing mgourley@kingsview.com.
by Paul Arancio | Sep 13, 2024 | general, Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Blacksburg, Virginia
Kingsview Partners announced today the opening of their newest office in Blacksburg, Virginia. Trevor Gray, CFP®, AAMS® holds credentials as a CFP® (Certified Financial Planner) and AAMS™ (Accredited Asset Management Specialist™). He has also been featured in Forbes as a top wealth advisor. With 14 years of experience, Trevor brings an extensive amount of knowledge around financial planning.
Trevor is committed to building strong relationships with his clients and takes great pride in finding strategies for improving their financial well-being. As a second-generation financial advisor, he saw firsthand the positive impact being an advisor could have on client’s lives. “I grew up in a financial household,” says Trevor, “it’s something that has always been familiar to me. Knowing clients on a personal level is essential for gaining a firm understanding of their unique financial goals.”
Kingsview Partners CEO Sean McGillivray welcomed Trevor, saying, “Trevor’s skills and experience will be invaluable as we continue to provide financial solutions and service to our clients. We look forward to achieving great things together and are thrilled to see the positive impact he will make on our team.”
Kingsview’s newest office is at 250 S Main Street, Suite 320, Blacksburg, VA 24060. Mr. Gray can be contacted by calling (540) 527-2610 or emailing tgray@kingsview.com.
by Steven Lubrano | 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.
by Steven Lubrano | 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.
by parnterwithstg | Jun 28, 2024 | general, Press Releases
Former Edward Jones Advisors Open Kingsview Partners Office in Rochester Hills,
Michigan
Kingsview Partners announced today that Wealth Managers | Partners Chris Kramer and Alan
Gieleghem have officially joined Kingsview Partners in Rochester Hills, MI.
With previous roles in the entertainment and education industries, the team’s combined
experience and credentials help them provide expertise for individuals, families and businesses.
“With a focus on research and great respect for financial markets, we can create a solution that
allows our clients to thrive because we have done the hard work in advance,” say Chris and
Alan.
Chris Kramer, CEPA®, comes to Kingsview with over a decade of professional industry
experience, specifically working with business owners to create successful exit strategies. As a
Certified Exit Planning Advisor (CEPA®), he possesses the expertise and credentials to guide
his clients through intricate financial landscapes. He specializes in comprehensive financial
planning, along with helping business owners successfully plan and execute seamless exits
from their endeavors.
“I enjoy working closely with individuals and business owners,” says Chris. “I love problem/goal
solving, and being that trusted advisor when things are rocky in the markets, not just during the
bull markets.”
Alan Gieleghem, CFP®, received both his Bachelor’s and Master’s degrees from Oakland
University, and comes to Kingsview with six years of professional industry experience. As a
Certified Financial Planner (CFP ®), Alan’s goal is to provide sound, reliable financial advice
that’s backed by thorough research. This ensures his clients feel confident that they’re making
informed, calculated decisions – not just during market downturns, but also amid periods of
exuberance.
Alan loves being the first person someone calls for guidance on making financial decisions. “I
chose the profession because I take pride in providing unique custom solutions to achieve
optimal probability of success for clients’ real-life problems,” says Alan. “My goal is to research
and provide sound financial advice so clients can rest assured they are making prudent
decisions.”
Kingsview Partners CEO Sean McGillivray welcomed Chris and Alan, saying, “We are excited
for the joint team of Chris and Alan, expanding our reach to Michigan. Their combined skills and
personal relationships are sure to enhance the experience of our clients, and I am positive they
will be an asset to Kingsview Partners.”
Chris Kramer and Alan Gieleghem can be contacted at (248) 997-5955 or through the
Kingsview website.
by parnterwithstg | Apr 5, 2024 | general, Press Releases
Former Edward Jones Advisors Specialize in Multigenerational Family Wealth
Kingsview Partners announced today that Wealth Managers | Partners Greer Ducker, Jeff Champigny, and Lisa Rosenberg have officially joined Kingsview Partners in Greensboro, NC.
This powerhouse team specializes in multigenerational family wealth: retirement, charitable giving, estate planning, and putting children on a responsible financial path. I will share a little information about them here, but please also link to their respective advisor profiles so you can read their complete biographies.
Greer A. Ducker, AAMS®, ADPA®, has a Bachelor’s degree from the University of North Carolina Greensboro and nearly 25 years of experience in the financial industry. His client-focused approach extends beyond the realm of financial advice to encompass ongoing support and guidance, ensuring that clients remain informed, engaged, and empowered throughout every stage of their financial journey.
“I’ve always believed that the essence of financial management lies in the relationships we build,” says Greer. “It’s incredibly rewarding to see my clients achieve their financial goals and know that I’ve played a part in their success.”
Jeff Champigny is committed to guiding individuals, families and businesses toward their financial goals. With a Bachelor’s degree in Health Fitness Specialist from East Carolina University and a Master of Sport Leadership from Virginia Commonwealth University, Jeff offers a unique blend of knowledge and expertise backed by seven years of industry experience.
“In the world of finance, knowledge isn’t just important—it’s everything. I’m committed to providing my clients with more than just advice; I’m here to arm them with the insights, information, and understanding they need to navigate today’s financial landscape.”
Lisa Rosenberg brings a unique blend of expertise, passion, and dedication to her role as a Kingsview Wealth Manager. With a Master’s in Mathematics from Binghamton University and a background in academia, Lisa’s journey into wealth management is a direct result of her innate curiosity, commitment to education, and a profound understanding of the value of long-term planning.
“Numbers are the language of possibility, but understanding someone’s personal stories and motivations is key in helping them plan for the future they envision. Strong and lasting relationships with my clients are so important to our work together.”
Ducker, Champigny and Rosenberg’s office is at 806 Green Valley Rd #106, Greensboro, NC 27408. They can be contacted by calling (336) 346-2170 or via the Kingsview.com website.
