Jeffery Barnes Email & Phone Number

Kingsview is a multi-faceted, fee-based investment advisory firm that believes successful investment management begins with sound financial planning.

Miramar Beach, Florida

WHAT WE DO:We serve individuals and businesses in all areas of investment planning, including:•Retirement planning - Help to make the most of your employer-sponsored retirement plans and IRAs. Help you determine how much you need to retire comfortably. Help to manage assets before and during retirement.• Tax management strategies* - Help to ensure that your portfolio is tax-efficient with appropriate investment strategies. Refer you to qualified tax specialists.• Estate planning strategies* - Work with estate-planning and trust specialists available through Wells Fargo and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and work with your tax and legal advisors.• Education funding - Recommend investment and accumulation strategies to help you cover your children's education.• Risk management** - Review existing insurance policies and provide scenario-based risk analysis.• Liability management - Access to lending and banking services through Wells Fargo affiliates.• Investments - Determine your asset-allocation needs. Help you understand your risk tolerance. Recommend appropriate investments to help you reach your goals.• Employee and executive benefits - Help your business attract and retain qualified employees through benefit packages.*Wells Fargo Advisors and its affiliates do not provide tax or legal advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.**Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

Lancaster, Pennsylvania

Provided financial advice and investment recommendations to individual and institutional clients.