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.