Former Edward Jones Advisor Opens Kingsview Partners Office in Falls Church, Va.

We are pleased to welcome Partner and Wealth Manager Nick Sposa to Kingsview. His customer focus and commitment to working in his long-term best interest reflects our core principles. »

— Sean McGillivray, CEO

GRANTS PASS, OREGON, USA, September 9, 2022 / — Kingsview Partners today announced the opening of its new office in Falls Church, Virginia. Partner and Wealth Manager Nick Sposa joins the company with ten years of industry experience.

Mr. Sposa’s passion is to provide a positive impact with his advice and to build relationships that allow him to watch his clients’ lives and financial plans unfold over time. Along with the benefits gained from Kingsview’s multi-custodian paid platform, it also has the freedom to offer truly client-centric strategies.

Mr. Sposa’s full 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, as he believes these things are essential to ensuring his clients feel understood, in control and safe with all aspects of their lives. financial. He was recently appointed 2022 Forbes/SHOOK Next Gen Wealth Advisor Best In State for Virginia.

Outside of work, Nick is an avid environmentalist and outdoorsman with interests in camping, kayaking, fishing, bowhunting and hiking. He shares these interests with his wife, Rachel, and their children, Ronan and Jacoby.

“We are delighted to welcome Partner and Wealth Manager Nick Sposa to the Kingsview team. His customer focus and commitment to working in his long-term best interest reflects our core principles,” said CEO Sean McGillivray. “Our industry has done a poor job of engaging customers and delivering on their promises, but Nick’s focus on service aligns with our desire to transform the financial space for investors.”

# # #

About Kingsview Partners
Kingsview Partners operates Kingsview Wealth Management, a fee-based registered investment adviser that serves thousands of individual clients across the country through independent adviser offices. The firm’s advisory business is complemented by our full-service insurance agency, Kingsview Trust and Insurance, and our full-service tax preparation service, Kingsview Strategic Tax Consulting. Kingsview Investment Management, our independent asset manager, offers investment portfolios to meet a variety of client needs.

Kingsview Wealth Managers has a suite of options including third party fund managers, insurance companies, platform providers and custodians. Kingsview Partners maintains custodial relationships with Charles Schwab & Co., TD Ameritrade Institutional, Raymond James & Associates and Interactive Brokers.

Renee Goyeneche
Kingsview Partners
+1 541-237-7648
write to us here
Visit us on social media:

About The Author

Related Posts