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.
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.
