Kingsview Partners logo

Kingsview Partners Employee Directory

Financial ServicesOregon, United States201-500 Employees

Kingsview Partners is a financial services firm that provides fee-based wealth management, including financial planning and portfolio and investment management. The approach centers on aligning long-term client objectives with careful planning, aiming to keep clients informed and comfortable with investment allocations and future financial plans. Based in Grants Pass, Oregon, the firm emphasizes a commitment to client interests and building trust through ongoing guidance beyond the initial plan. The organization portrays itself as a team of skilled professionals focused on understanding clients’ needs, concerns, and goals to meet and exceed them, with a reputation as a core measure of success.

Find Kingsview Partners employees' phone numbers or email addresses

Kingsview Partners Global Highlights

Location
Employees

North America
241

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  • United States Of America
    241

Africa
1

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  • Ghana
    1

Asia
1

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  • China
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Kingsview Partners's Leadership

  • Stylized image of a person
    A. D.
    Chief Executive Officer
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    H. B.
    Chief Technology Officer
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  • Stylized image of a person
    S. M.
    Chief Operations Officer
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  • Stylized image of a person
    M. S.
    Chief Compliance Officer
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    M. H.
    Chief Experience Officer
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    R. T.
    Chief Commercial Officer
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  • Stylized image of a person
    S. W.
    Vice President - Business Development
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  • Stylized image of a person
    J. L.
    Chairman & Ceo
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Kingsview Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Healthcare Services
  • Program & Project Management
  • Other
  • Legal
  • Accounting

Contact profiles from Kingsview Partners

Name
Title
Contact Info
Location
Last Update
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    W. C.
    Partner
    Phone icon
    Oct 17, 2024
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    G. D. D.
    Svp / Business Developement
    Phone icon
    United StatesConnecticut
    Aug 02, 2025
  • Stylized image of a person
    S. W.
    Vice President - Business Development
    Phone icon
    United StatesConnecticut
    Apr 15, 2026
  • Stylized image of a person
    W. B.
    Vice President, Institutional Sales
    Phone icon
    United StatesConnecticut
    Oct 23, 2024
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    M. S.
    Managing Director, Kingsview Insurance Services
    Phone icon
    United StatesOregon
    Apr 16, 2026
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    B. H.
    Director Of Internal Sales
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    United StatesGeorgia
    Mar 27, 2026
  • Stylized image of a person
    A. P.
    Associate Director Of Digital Marketing
    Phone icon
    United StatesConnecticut
    May 28, 2026
  • Stylized image of a person
    C. G.
    Corporate Financial Controller
    Phone icon
    United StatesOregon
    Mar 24, 2026
  • Stylized image of a person
    S. L.
    Director Of Partner Marketing
    Phone icon
    United StatesConnecticut
    May 28, 2026
  • Stylized image of a person
    A. S.
    Director, Digital Marketing
    Phone icon
    United StatesConnecticut
    Jun 03, 2026

Frequently Asked Questions

What is Kingsview Partners known for?

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Kingsview Partners was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 509 Southeast 7th Street Grants Pass, Oregon 97526 United States; you can contact the main corporate office by phone at . Explore Kingsview Partners's company overview page for more information.

What is Kingsview Partners's most common email format?

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Kingsview Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kingsview Partners email formats with LeadIQ.

How many employees does Kingsview Partners have currently?

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Kingsview Partners has approximately 251 employees as of June 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Kingsview Partners's key employees and leadership?

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As of June 2026, Kingsview Partners's key employees include:

  • Chief Executive Officer: A. D.
  • Chief Technology Officer: H. B.
  • Chief Operations Officer: S. M.
  • Chief Compliance Officer: M. S.
  • Chief Experience Officer: M. H.

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