Kingswood US recruits over $355 million in total client assets with the addition of eight independent financial advisors and firms

0

NEW YORK, July 19, 2022 /PRNewswire/ — Kingswood US, a network of wealth management firms that oversees more than $3 billion of client assets, today announced the successful recruitment of eight financial advisors who collectively oversee nearly $355 million in total client assets. New affiliates to the Kingswood US Network bring decades of experience in holistic financial planning and represent diverse geographies and client bases.

Based at New York, Kingswood US supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand. In March, Kingswood US announced that it would combine its two SEC-registered RIAs, Benchmark Advisory Services, LLC and Kingswood Wealth Advisors, LLC, under one brand.

Michel NessimCEO, President and Managing Partner of Kingswood US said, “Kingswood continues to build a strong network of financial advisors across the country, at a time when top professionals seek to provide a better experience for their clients. Kingswood’s ability to attract exceptional advisors who seek the variety of affiliate models we offer, is proof of our continued success in providing an agile and adaptable platform that allows our advisors to extend their market reach while allowing them to do more. our network.”

Kingswood US welcomes eight financial advisors or firms in its network:

  • Conrad Bransonfrom Birchwood Wealth Advisors to Kentfield, Californiawith $150 million in total client assets. Mr. Branson will provide financial planning, asset management, wealth management and qualified retirement plan assistance as an affiliate of Kingswood Wealth Advisors.

  • Jason Nickelof Simi Valley, Californiawith $70 million in total client assets. Mr. Nickels brings 18 years of wealth management experience at Merrill Lynch and Morgan Stanley and will provide financial planning, asset management and risk analysis as a subsidiary of Kingswood Wealth Advisors.

  • Daniel F. Spagnoloof Dynamic Financial Services, Ltd., in Huntington Station, New Yorkwith $60 million in total client assets. Mr. Spagnolo has over two decades of experience in financial planning, asset management and retirement planning. As an affiliate of Kingswood Wealth Advisors, it will also provide alternative investment and insurance services.

  • Debinder Deshmukh, Kalyan Kavili and Krishna Grandi in Miami, Floridawith $25 million in total client assets. The firm offers comprehensive financial planning, asset management and wealth management services to high net worth individuals, pre-retirees, professionals and business owners of South Asian descent.

  • Guillaume Bianchifrom Bianchi Financial Services to Rochester and Buffalo, New Yorkwith $25 million in total client assets. Mr. Bianchi provides financial planning, investment advisory and insurance planning services to small businesses and will provide comprehensive advice to clients as an affiliate of Kingswood Wealth Advisors.

  • Regina Faisonby Faison Wealth Strategy in Foothill Ranch, Californiawith over $25 million in total client assets. Ms. Faison brings 25 years of wealth management experience and provides financial and retirement planning services. As an affiliate of Kingswood Wealth Advisors, Ms. Faison helps clients achieve their financial goals using advanced, personalized strategies, empowering them to live with purpose and achieve their dreams.

Mr. Nessim concluded, “Kingswood US has built its reputation among independent financial advisors as a wealth management network with the resources and flexibility to accommodate a wide range of successful practices. Our boutique service culture continues to attract entrepreneurial advisors looking to get more results. for their diverse and loyal customer base, and we look forward to supporting their businesses for years to come. »

About Kingswood US

Kingswood US is a network of wealth management firms that includes two RIAs registered with the SEC and two FINRA-registered broker-dealers collectively overseeing more than $3 billion assets, offering comprehensive wealth management and business formation services, designed specifically for the independent financial advisor. Together with our parent company, Kingswood Group, we combine the resources and capital of a very large financial services firm with the personalized touch and feel of a boutique business. With over 200 advisors across United StatesKingswood has earned a reputation as a firm built for advisors by advisors.

Media contacts:
Joseph Kuo / Donald C. Cutler
Haven Tower Group
424.317.4851 or 424.317.4864
[email protected]ower.com or [email protected]

Quote

Show original content:https://www.prnewswire.com/news-releases/kingswood-us-recruits-more-than-355-million-in-total-client-assets-with-addition-of-eight-independent-financial-advisors- and-practices-301588756.html

SOURCEKingswood United States

Share.

Comments are closed.