by parnterwithstg | Feb 28, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Marysville, OH
Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Zach R. Boyd, CFP® is a former Edward Jones advisor bringing more than 15 years of financial experience to Kingsview’s independent platform. His journey began in his family’s restaurant, where he learned the value of customer service and operational efficiency—skills he applies daily as a financial advisor. He studied economics at The Ohio State University, where his passion for finance took root.
His career as a financial advisor started on March 9, 2009—a historically significant date indicating the stock market’s bottom following the Great Recession of 2008. Launching his career during a time of crisis provided Zach with invaluable insights into navigating uncertainty and the critical role clear communication plays in client relationships.
“Starting during this time gave me wonderful insight as to how beneficial effective communication can be between my clients and I,” says Zach. “It became clear that although times can be tough and uncertain, communication was and still is key.”
As a CFP® (Certified Financial PlannerTM) professional, Zach is dedicated to helping individuals and local businesses define and achieve their financial goals. He works closely with clients over the long term, ensuring their plans remain on track and adjusting as needed to address life’s changes. His upbringing in a family business instilled in him a deep commitment to caring for clients, which, combined with his economics background, allows him to deliver personalized financial strategies and the opportunity to build long-lasting relationships.
“I find it incredibly rewarding to guide clients through complex financial decisions and see the positive impact it has on their lives,” Zach says.
Kingsview Partners CEO Sean McGillivray welcomed Zach, saying, “Zach’s knowledge and dedication is what we search for in our advisors. We are excited for his journey and looking forward to his team’s success.”
Kingsview’s newest office is at 171 Morey Drive, Suite C, Marysville, OH 43040. Mr. Boyd can be contacted by calling (937) 893-9770 or emailing zboyd@kingsview.com.
by Paul Arancio | Jan 30, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in London, OH
Kingsview Partners announced today the opening of their newest office in London, Ohio. Greg King brings over 35 years of financial services experience to his new independent Kingsview Partners practice. As financial advisor Greg assists clients in achieving their financial and retirement goals through recommending appropriate solutions. He stresses the importance of building relationships with clients and their families and sees each relationship as an opportunity to help people improve and reach their goals.
Greg earned an associate’s degree in accounting from Columbus State Community College, demonstrating a strong foundation in financial principles and analysis. Before transitioning to his successful career as a financial advisor, Greg honed his leadership and financial proficiency through key roles, including an Accountant at Ohio Laborers Fringe Benefit, where he gained invaluable experience in financial management and organizational operations. “My approach to working with clients is personal relationships,” says Greg. “I meet with clients at their homes sitting at the kitchen table as well as my office”
Kingsview Partners CEO Sean McGillivray welcomed Greg, saying, “We’re excited to welcome Greg to Kingsview Partners. His perspective aligns seamlessly with our dedication to providing top-tier financial solutions.”
Kingsview’s newest office is at 30 S Oak St., Suite B, London, OH 43140. Mr. King can be contacted by calling (614) 629-9500 or emailing gking@kingsview.com.
by parnterwithstg | Nov 8, 2024 | Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Iron Mountain, Michigan
Kingsview Partners announced today the opening of their newest office in Iron Mountain, Michigan. Greg L. LaFreniere, AAMS® hails from Gwinn, MI and has called Iron Mountain, MI home for the past 21 years. He earned his bachelor’s degree from Marian University in Fond Du Lac, WI. With over two decades of industry experience, Greg brings a wealth of knowledge to Kingsview. Prior to transitioning into the financial industry, he worked in Radiologic Technologist Management, where he managed direct patient care, staffing, and budgeting in a fast-paced hospital setting.
Greg’s fascination with the market took root early, influenced by the older mentors in his life who emphasized the importance of saving for retirement. Their advice shaped him not just as an investor, but also as someone who deeply values the relationships he builds. Over the years, Greg has taken great pride in the trust he’s earned with clients and finds deep fulfillment in helping them achieve their financial goals. He is very passionate about the responsibility of educating younger individuals on the financial space, namely the long-term power of investing. “Seeing goals being obtained and dreams come true, and showing younger people the power of investing over time is why I chose this profession”, says Greg.
Kingsview Partners CEO Sean McGillivray welcomed Greg, saying, “Greg’s wealth of experience will enhance our approach to serving clients. Together, we’ll elevate our mission and continue to set the standard in financial excellence.”
Kingsview’s newest office is at 126 Woodward Ave, Suite A, Iron Mountain, MI, 49801. Mr. LaFreniere can be contacted by calling (906) 771-8771 or emailing glafreniere@kingsview.com.
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.
