Partner | Wealth Manager
CurrentKingsview is a multi-faceted, fee-based investment advisory firm that believes successful investment management begins with sound financial planning.
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Jeffery Barnes is listed as Partner | Wealth Manager at Kingsview Partners at Kingsview Partners, a company with 70 employees, based in Crestview-Fort Walton Beach-Destin Area, United States, United States. AeroLeads shows a work email signal at kingsview.com and a matched LinkedIn profile for Jeffery Barnes.
Jeffery Barnes previously worked as Partner | Wealth Manager at Kingsview Partners and Senior Vice President - Branch Manager at Wells Fargo Advisors. Jeffery Barnes holds Bachelor Of Science (B.S.), Political Science from Missouri Western State University.
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AeroLeads found 1 current-domain work email signal for Jeffery Barnes. Compare company email patterns before reaching out.
I WELCOME A CONNECTION IF YOU ARE: Seeking a financial advisory team to monitor the entire investment situation for your family An individual who is comfortable with the assets accumulated while working, but is in need of assistance now that they are approaching retirement A business owner looking to transition or sell their business An attorney, CPA or other professional interested in a resource for your clients An entrepreneur looking to start or change an employee retirement plan You are looking for a second opinion on your financial situationjbarnes@kingsview.com | 850-608-3138https://www.kingsview.com/advisor/jefferybarnes/ABOUT KINGSVIEW PARTNERSKingsview is a multi-faceted, fee-based investment advisory firm that believes successful investment management begins with sound financial planning. **Please contact me by e-mail or by phone. I cannot respond to messages through LinkedIn InMail. This information is intended for use by residents of AR, CA, CO, DE, FL, GA, IL, IN, MD, MA, NC, NY, PA, SC, TN, TX, UT, VA, and WA only. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.**
Listed skills include Investments, Financial Services, Finance, Risk Management, and 1 others.
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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.
Lancaster, Pennsylvania
Provided financial advice and investment recommendations to individual and institutional clients.
Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →
Nicole Skinner
Colleague at Kingsview Partners
Grants Pass, Oregon, United States, United States
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JH
Joscelyn Hernandez
Colleague at Kingsview Partners
Durham, North Carolina, United States, United States
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JV
Joseph Valentino Soto
Colleague at Kingsview Partners
Atlanta Metropolitan Area, United States
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MA
Michael Andrews
Colleague at Kingsview Partners
Fort Lauderdale, Florida, United States, United States
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PB
Parker Burshem
Colleague at Kingsview Partners
Minneapolis, Minnesota, United States, United States
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JL
Jonathan Liptak
Colleague at Kingsview Partners
United States, United States
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Denise Severy
Colleague at Kingsview Partners
Dacula, Georgia, United States, United States
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RR
Robert Robinson
Colleague at Kingsview Partners
Casper, Wyoming, United States, United States
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JC
Jennifer C.
Colleague at Kingsview Partners
Lebanon, Indiana, United States, United States
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JD
Jeff Dilbeck
Colleague at Kingsview Partners
Madera, California, United States, United States
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Jeffery Barnes works for Kingsview Partners.
Jeffery Barnes is listed as Partner | Wealth Manager at Kingsview Partners at Kingsview Partners.
AeroLeads has found 1 work email signal at @kingsview.com for Jeffery Barnes at Kingsview Partners.
Jeffery Barnes is based in Crestview-Fort Walton Beach-Destin Area, United States, United States while working with Kingsview Partners.
Jeffery Barnes has worked for Kingsview Partners, Wells Fargo Advisors, and Merrill Lynch.
Jeffery Barnes's colleagues at Kingsview Partners include Nicole Skinner, Joscelyn Hernandez, Joseph Valentino Soto, Michael Andrews, and Parker Burshem.
You can use AeroLeads to view verified contact signals for Jeffery Barnes at Kingsview Partners, including work email, phone, and LinkedIn data when available.
Jeffery Barnes holds Bachelor Of Science (B.S.), Political Science from Missouri Western State University.
Jeffery Barnes is listed with skills including Investments, Financial Services, Finance, Risk Management, and Retirement Planning.
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