Former Edward Jones Advisor Opens Kingsview Partners Office in Raleigh, NC
— Sean McGillivray, Kingsview Partners CEO
GRANTS PASS, OR, UNITED STATES, April 1, 2022 /EINPresswire.com/ — Kingsview Partners today announced the opening of their newest office in Raleigh, North Carolina. Partner and Wealth Manager Joe Froemming joins the firm with ten years of industry experience.
Mr. Froemming’s passion is helping real families and individuals reach their financial goals. 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. Froemming’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals. His disciplined investment approach, emphasizing quality and a transparent process, helps ensure that each client feels understood, in control, and secure with all aspects of their financial life.
Outside of work, Joe is a big Minnesota pro-sports fan, supporting the Vikings, Twins, and Wild. He loves to golf and enjoys spending time with his family, including his wife and two children. He is active in church and community and values the relationships he has built above all else.
“We are pleased to welcome Partner and Wealth Manager Joe Froemming to the Kingsview team. His focus on the client and commitment to excellence continues to advance our goal of transforming the industry,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make, but Joe’s strong desire to Elevate the Standard of Care for his clients mirrors Kingsview’s core philosophy.”
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About Kingsview Partners
Kingsview Partners operates Kingsview Wealth Management, a fee-based Registered Investment Advisor that serves thousands of individual clients across the nation through independent advisor offices. The firm’s advisory business is complemented by our full-service insurance agency, Kingsview Trust and Insurance, and our comprehensive tax preparation service, Kingsview Strategic Tax Consulting. Kingsview Investment Management, our standalone asset manager, provides investment portfolios to meet various client needs.
Kingsview Wealth Managers have a suite of options that include third-party money managers, insurance carriers, platform providers and custodians. Kingsview Partners maintains custodial relationships with Charles Schwab & Co., TD Ameritrade Institutional, Raymond James & Associates and Interactive Brokers.
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