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Wells Fargo Advisor Team Joins Kingsview in Wyomissing, PA and Miramar Beach, FL

Wells Fargo Advisor Team Joins Kingsview in Wyomissing, PA and Miramar Beach, FL

Wells Fargo Advisor Team Joins Kingsview in Wyomissing, PA and Miramar Beach, FL  

Opening two new offices in Wyomissing, Pennsylvania and Miramar Beach, Florida, Kingsview is excited to welcome Partners and Wealth Managers Radene Gordon-Beck, Regina Rinehimer and Jeffery Barnes.  Gordon-Beck and Rinehimer head up Kingsview’s Pennsylvania office, while Barnes works out of Florida.  The team joins Kingsview from Wells Fargo, and has collectively managed $240 million in assets.

Radene Gordon-Beck graduated cum laude from Muhlenberg College with a degree in Economics and Finance, and earned her MBA in Finance from St. Joseph’s University in Philadelphia.  She works with individuals, families, and business owners to develop and implement investment plans that align their personal values with their financial goals.

While at Wells Fargo Advisors, Regina Rinehimer was recognized as part of a select group of financial advisors who exceeded unique standards of care, including professionalism and education, along with exceptional elements of client service.  She offers a dedicated approach to the personalization of comprehensive investment planning.

Jeffery Barnes entered the financial services industry in 1980 and has completed the Accredited Investment Fiduciary Program through the Joseph M. Katz Graduate School of Business at the University of Pittsburg.  He focuses on long-term planning with thoughtful wisdom and advice for affluent clients.

This highly experienced team of advisors helps clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance.  A significant part of their ongoing responsibilities includes wealth planning, asset allocation and investment performance.  They are passionate about building strong, long-standing relationships and generational wealth for their clients.

“Kingsview is extremely excited to welcome Radene, Regina, and Jeffery to our firm,” noted Chief Executive Officer Sean McGillivray.  “Our industry has done a poor job of engaging clients and delivering on the promises they make.  This team’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”

The newest Kingsview offices are located at 945 Berkshire Blvd, Suite 102, Wyomissing, PA 19610 and 495 Grand Blvd., Suite 206, Miramar Beach, FL 32550.

The team can be reached at 484-248-7015.

Wells Fargo Advisor Joins Kingsview Partners in Evans, Georgia

Wells Fargo Advisor Joins Kingsview Partners in Evans, Georgia

Wells Fargo Advisor Joins Kingsview Partners in Evans, Georgia

Opening their newest office in Evans, Georgia, Kingsview is excited to welcome Partner and Wealth Manager Charles Butler. Joining the firm from Wells Fargo where he has proactively managed over $75 million in assets, Charles brings 20 years of expertise providing highly personalized experiences and delivering comprehensive financial planning solutions.

Mr. Butler focuses on helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of his ongoing responsibilities includes wealth planning, asset allocation and investment performance. He enjoys being a trusted advisor and is passionate about building strong, long standing relationships and generational wealth for his clients.

“Kingsview is extremely excited to welcome Charles to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Charles’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”

Kingsview’s Evans, Georgia office is located at 601 N. Belair Square, Suite 6, Evans, GA 30809 and can be reached at (706) 447-9897.