by Paul Arancio | Jul 20, 2023 | general, Press Releases
Former Edward Jones Advisors Open Kingsview Partners Office in Amarillo, Texas
Kingsview Partners today announced the opening of their newest office in Amarillo, Texas. Former Edward Jones advisors Kent Bowen, Ashby Dawson, and Trevin Bowen are independent wealth managers who will work out of the same centralized location.
Working with Kingsview allows these advisors to provide comprehensive client services, including holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
“Kent, Ashby and Trevin bring vast knowledge and experience to Kingsview Partners, and we couldn’t be more pleased to welcome these wealth managers,” says Kingsview CEO Sean McGillivray. “Their focus on cultivating strong relationships aligns perfectly with the Kingsview mission of elevating the standard of service within our industry.”
Kent Bowen, CFP®, AAMS®
Growing up on a farm near Roswell, New Mexico, Kent was raised with a strong work ethic and moral code he has adhered to throughout his life. “I understand the value of hard work and want to be sure that people see the fruits of their labor,” says Kent. “I am blessed to have a career that allows me to help people meet their goals, and I get to be a part of their life.”
Kent comes to Kingsview with 24 years of experience and works with aselect group of very successful individuals, business owners and professionals who aspire to have a work-optional lifestyle. His practice uses a consultative process to identify clients’ current positions, where they want to go, and any potential stumbling blocks to getting there.
This process involves three steps to determine a client’s best interest. “First, if we do a review and you’re already working with another financial advisor who is doing a great job, I might recommend you stay put. Second, if we identify some gaps in your situation that demonstrate that we are a good fit for each other, I might invite you to be part of our family of clients. Third, if I think you need a change, but I’m not the right fit for your situation, I would personally recommend a financial advisor who I believe might be.”
See Kent’s full bio here.
Ashby Dawson, CFP®, AAMS®
Ashby joins Kingsview with 15 years of experience, and her personal measure of success is knowing her clients are poised to meet their goals and protect themselves from life’s many uncertainties. “I love to watch people flourish,” says Ashby, “and I think well-laid plans build bright outcomes. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.”
Ashby attended Hardin-Simmons University and graduated with a BA in Finance. She holds credentials as a CFP® (Certified Financial Planner™) and AAMS™ (Accredited Asset Management Specialist™). She has also been featured in Forbes as a Top Women Wealth Advisors Best-In-State and Top Next-Gen Wealth Advisors Best-in-State.
Ashby’s purpose is to help her clients feel confident, connected and in control of their financial lives. Her exacting and thorough nature allows her to walk alongside clients with creative and strategic solutions. “Always acting in the best interest of my clients as a true fiduciary brings me the greatest satisfaction. It also allows us to sit on the same side of the table when making important decisions.”
See Ashby’s full bio here.
Trevin Bowen, AAMS®
Trevin was born and raised in Amarillo and attended West Texas A&M, graduating with a Bachelor’s in Finance. He knew early on that he enjoyed helping others, and after discovering an aptitude for communication and analytics, Wealth Management became a clear professional path.
Trevin comes to Kingsview with five years of experience, and believes strong relationships are critical in supporting clients throughout their financial journey. “I love getting to know people’s stories and successes. It’s a privilege to share special moments and memories, and to be a part of something important to them.”
This philosophy holds true for Trevin in many different respects. “What makes me feel good and fulfilled is helping people. I love to give my time and experience not only in the finance world, but outside it, too. Lending a hand can come in many forms. It could be setting up a client for social security or helping a neighbor build a fence.”
See Trevin’s full bio here.
Kingsview’s Amarillo office is located at 6900 W., Interstate 40, Suite 150, Amarillo, TX 79106. Please visit Kingsview.com for more information.
by parnterwithstg | Jul 3, 2023 | general, Press Releases
Former Raymond James Advisor Opens Kingsview Partners Office in Lancaster, Pennsylvania
Kingsview Partners today announced the opening of their newest office in Lancaster, Pennsylvania.
Partner | Wealth Manager Harold Wenger, Jr. is a highly experienced financial professional with over four decades of dedicated service to his clients specializing in comprehensive financial solutions, including retirement income planning, portfolio management, wealth preservation, and estate planning.
Originally from Chambersburg, Pennsylvania, Harold graduated cum laude from Franklin & Marshall College with a Bachelor of Arts degree in government. Throughout his career, he has remained dedicated to continuous learning and professional growth, staying up-to-date with the latest trends and developments in the financial industry.
Before becoming a Partner | Wealth Manager with Kingsview, Harold’s storied career included financial leadership positions that equipped him with a deep understanding of investment management and wealth management strategies. Before creating Wenger Wealth in 2015, he served as Senior Vice President and Investment Officer at Wells Fargo for over 14 years and Senior Vice President at Smith Barney for ten years, also gaining experience as an Associate Vice President with Prudential Securities. His extensive industry knowledge and expertise have been honed over the years, enabling him to navigate clients through various market conditions.
“We are pleased to welcome Harold Wenger, Jr. to Kingsview Partners,” says Sean McGillivray, Kingsview Partners CEO. “His remarkable career and dedication make him an invaluable addition to our team, and his wealth management strategies will further empower investors to make informed financial decisions.”
Harold’s approach is grounded in the belief that knowledge is transformative. He works closely with his clients, taking the time to understand their personal context and learning about their short and long-term goals and aspirations. This collaboration allows him to create tailored strategies that help minimize risks and stress while empowering clients to enjoy their wealth and live fulfilling lives.
“Years of experience have taught me that successful wealth management goes beyond numbers; it’s about understanding my clients’ unique circumstances and delivering solutions that fit their needs. I view my role as a financial advisor not only as a guide but also as an educator who provides people with the knowledge they need to make confident financial decisions.”, says Harold. “In my client relationships, everything flows from the planning process, including investments.”
Kingsview’s newest office is at 600 Eden Road, Building I, Lancaster, PA, 17601. Mr. Wenger can be contacted by calling (717) 208.6473 or emailing HWengerJr@kingsview.com.
by parnterwithstg | Jun 9, 2023 | general, Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Pampa, Texas
Kingsview Partners today announced the opening of their newest office in Pampa, Texas.
Partner | Wealth Manager Keith Demetriades is a former Edward Jones advisor with twelve years of experience and a passion for providing financial education and guidance to his clients. Combining his engineering and military background, Keith brings a unique perspective to his work, leveraging his analytical skills and a profound understanding of the significance of financial literacy.
Keith’s journey began during his time in the military, where he witnessed individuals earning substantial incomes but struggling with financial insecurity. Remembering the wise words of his mother, who taught him that “it’s not what you make, it’s what you keep,” Keith recognized the crucial need for financial education in people’s lives.
This realization was further solidified as he worked toward a Bachelor’s degree in Biomedical/Medical Engineering from Tulane University, where he honed his problem-solving abilities and attention to detail. Along the way, he noted a lack of financial education in traditional academic settings, prompting him to embark on a mission to help others understand the “why” behind their financial decisions.
For many, that “why” includes helping others, and Keith says, “Helping clients become good stewards of their resources allows them to reach their goals, plus increase their generosity towards others. It’s rewarding knowing my work helps not only the client in my office, but also those they care deeply about and want to provide for.”
After serving 24 years as a Naval Aviator in the US Navy, Keith retired in 2011 and transitioned into his second career at Edward Jones. He pursued further education to enhance his financial expertise, studying at UCLA and earning his Certified Financial Planner (CFP®) designation in 2016. Keith’s commitment to lifelong learning ensures that he remains current with the latest financial strategies and tools to better serve his clients.
“We are pleased to welcome Keith Demetriades to our team,” says Sean McGillivray, Kingsview Partners CEO. “His vast expertise and steadfast commitment to client education aligns seamlessly with our mission to offer comprehensive wealth management solutions.”
Kingsview’s newest office is at 321 N Ballard St, Pampa, TX 79065. Mr. Demetriades can be contacted by calling (806) 223-1105 or emailing kdemetriades@kingsview.com.
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.
