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.
by parnterwithstg | Jul 29, 2022 | general, Marketing & Business Growth
Kingsview Partners is excited to welcome Partner and Wealth Manager Zak Knable, who today opened the firm’s newest office in West Chester, Pennsylvania. Zak comes to Kingsview from Wells Fargo with seven years of advisory experience.
After graduating from Penn State Abington with a Bachelor’s in Business Marketing and Management, Zak began working in the financial industry as a banker, becoming a financial advisor in 2015. He believes that trust is a cornerstone in his client relationships and always encourages an open dialogue.
His areas of focus include:
• Retirement Income Strategies
• Wealth Strategies
• Estate & Legacy Strategies
• Entrepreneurs & Business Owners
• Portfolio Reviews
“Kingsview is pleased to welcome Zak, with his focus on education and thoughtful, customized guidance, as a Partner and Wealth Manager,” says Chief Executive Officer Sean McGillivray. “Zak’s strong desire to elevate the standard of care for his clients continues to advance our goal of transforming the industry.”
Mr. Knable’s office address is 17 W Gay St., Suite 103, West Chester, PA 19380. He can be contacted at (484) 202-7161 or zknable@kingsview.com.
