Kingsview Partners welcomes wealth managers Mike Munson and Daniel Dixon
Former Wells Fargo Advisors Open Kingsview Partners Office in Eureka, California
— Sean McGillivray, CEO of Kingsview Partners
GRANTS PASS, GOLD, US, June 10, 2022 /EINPresswire.com/ — Kingsview Partners today announced the opening of its new office in Eureka, California. Partners and Wealth Managers mike munson and Daniel Dixon join the independent registered investment advisory firm with over 31 years of combined industry experience.
In addition to the advantages gained by Kingsview’s paid multi-custodian platform, they also have the freedom to offer truly client-centric strategies. They operate to a fiduciary standard and have a full suite of services, including holistic financial planning, professional portfolio management, streamlined performance reporting, and collaboration with tax and legal professionals.
With twenty-five years of industry experience, Mike Munson began his career in the securities industry in 1996, working with AG Edwards & Sons, Wachovia and Wells Fargo before moving to Kingsview.
He has a very diversified experience, particularly in the conduct of real estate transactions and as a restaurateur. As a business owner and investor, he understands the business trends and economic impacts his entrepreneur clients face. This knowledge, coupled with his financial expertise, means that Mike can advise clients with different risk tolerances, time frames and life experiences.
A longtime resident of Eureka, one of Mike’s personal goals is to serve and better his local community to the fullest extent possible. In addition to running his financial practice, he also owns two local businesses, has served on the board of the St. Joseph Medical Foundation, and is an active Rotary member of Eureka Old Town.
A native of Baltimore, Maryland, Daniel Dixon was educated at Towson State University in finance and business administration and began his career in restaurant management and real estate investing. Armed with this experience, he founded a small management firm, which he left after six years to pursue his vocation as a financial advisor. Daniel moves to Kingsview’s independent platform with six years of industry experience.
Having spent most of his life as an entrepreneur, Daniel brings a unique energy and passion to all of his endeavors and works to positively impact the lives of his clients. He has a keen interest in learning and the information he obtains helps to raise the level of service for his clients.
Daniel is a Kiwanis and St. Joseph Foundation board member, and serves on the Humboldt County Workforce Development Council.
“Kingsview Partners is very pleased to welcome Mike Munson and Daniel Dixon to the team. They bring an impressive advisory presence and real-world business and entrepreneurial experience that makes them an unparalleled partnership in our industry,” said CEO Sean McGillivray. “Their work to raise the standard of care for their clients aligns perfectly with Kingsview’s ethos and continues to advance our goal of transforming the industry.”
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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 has custodial relationships with Charles Schwab & Co., TD Ameritrade Institutional, Raymond James & Associates and Interactive Brokers.
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