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Kingsview Partners Welcome Wealth Manager | Partner Scott L. Stephens

Kingsview Partners Welcome Wealth Manager | Partner Scott L. Stephens

Former Wells Fargo Advisor Opens Kingsview Partners Office in San Angelo, Texas

Kingsview Partners announced today the opening of their newest office in San Angelo, TX. As a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Asset Management Specialist (AAMS®), Partner | Wealth Manager Scott L. Stephens has twenty-four years of experience as a former Wells Fargo advisor. He attended Texas Tech University and previously worked with Farm Bureau Insurance for 9 years, gaining valuable insights in the insurance space.

Specializing in comprehensive financial planning, retirement strategies, investment management, and wealth preservation, Scott possesses the knowledge and credentials to guide his clients through intricate financial landscapes.

Scott’s client-focused approach prioritizes long-term financial stability and success. He prides himself on relatability, having built his wealth with the same methods he employs to help the majority of his clients. Scott’s skill set puts him in an ideal position to help his clients navigate complex financial challenges – always aiming to achieve their financial aspirations with diligence and care. “There is nothing more fulfilling than watching someone achieve their goals and dreams”, says Scott.

Kingsview Partners CEO Sean McGillivray welcomed Scott, saying, “His longevity in the field of wealth management and focus on personal connections with his clients makes him an ideal advisor here at Kingsview Partners. We are excited for Scott to join our expanding team”.

Kingsview’s newest office is at 2635 S Johnson St, San Angelo, Texas 76904. Mr. Stephens can be contacted by calling 325-339-1110 or emailing sstephens@kingsview.com.

Kingsview Partners Welcomes Wealth Manager Eric Caswell

Kingsview Partners Welcomes Wealth Manager Eric Caswell

Former Edward Jones Advisor Opens Kingsview Partners Office in Lubbock, Texas

Kingsview Partners today announced the opening of their newest office in Lubbock, Texas. Partner | Wealth Manager Eric Caswell is a former Edward Jones advisor with over two decades of experience.

Eric earned his Bachelor of Business Administration (BBA) from Texas Tech University in 1999, where he also played for the Texas Tech Football team. After college, he returned to his hometown of Brownfield, Texas and worked for his family’s farming and ranching business. This hands-on experience allowed him to gain a unique understanding of the correlation between prudent financial planning and the realization of long-term goals.

Eric joined Edward Jones in 2001, working there for 22 years before joining Kingsview Partners. “Life is a constant evolution, and so is the financial industry.”, says Eric. “Making the move to Kingsview’s independent platform allows me to act as a true fiduciary, which aligns with my personal philosophy that the client’s best interest always comes first.”

Throughout his tenure, Eric has provided uncompromising support and guidance to his clients, forging lasting relationships based on trust and integrity. His dedication to helping clients realize their financial goals, whether it be education planning, estate considerations, or retirement strategies, has been instrumental in their success.

Eric has had the privilege of serving clients nationwide, giving him insight into tailoring financial strategies to meet diverse needs. He firmly believes that understanding each client’s aspirations and challenges is key to providing effective financial guidance. “In my years of service, I’ve seen firsthand that the journey to financial security is a personal one, and I’m here to walk that path alongside my clients.”

“We’re pleased to welcome Eric to Kingsview Partners,” says CEO Sean McGillivray. “His wealth of experience and distinctive insights perfectly align with Kingsview’s mission of providing our clients with personalized guidance and an elevated standard of service.

Kingsview’s newest office is at 4017 112th Street, Lubbock, Texas, 79423. Eric can be contacted at 806-696-4448 or by email at ecaswell@kingsview.com.

Kingsview Partners Welcomes Wealth Managers Kent Bowen, Ashby Dawson, and Trevin Bowen

Kingsview Partners Welcomes Wealth Managers Kent Bowen, Ashby Dawson, and Trevin Bowen

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.

Kingsview Partners Welcomes Partner | Wealth Manager Keith Demetriades

Kingsview Partners Welcomes Partner | Wealth Manager Keith Demetriades

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 721 W Kingsmill Ave., Pampa, TX 79065. Mr. Demetriades can be contacted by calling (806) 223-1105 or emailing kdemetriades@kingsview.com.