Richard Polson

Richard Polson Email and Phone Number

Partner | Wealth Manager at Kingsview Partners @ Kingsview Partners
grants pass, oregon, united states
Richard Polson's Location
Greensboro, North Carolina, United States, United States
Richard Polson's Contact Details

Richard Polson work email

Richard Polson personal email

About Richard Polson

Wealth Manager and Partner Richard “Rich” Polson operates his independent practice at Kingsview Partners in Greensboro, North Carolina, bringing 17 years of experience to his clients.Mr. Polson grew up in Blacksburg, Virginia with strong family ties to Agricultural Education and the FFA (Future Farmers of America). After majoring in Agriculture Economics at Virginia Tech, he later attended Wake Forest University and received his Master of Business Administration (MBA) degree. He began his career in the textile industry, working for Burlington Industries before transitioning into the financial services sector. After serving clients at large institutions such as Smith Barney and Wells Fargo, he is grateful to now be aligned with a truly independent Registered Investment Advisory Firm.Rich’s genuine honesty and strong desire make a positive impact in his client’s lives provide him the drive to help families live their dreams and leave lasting legacies. Operating under a fiduciary standard along with Kingsview’s multicustodian, fee-based platform he has the freedom to truly provide client centric strategies and services. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.Having always enjoyed music, Rich has sung in his church since graduating from college. He has recently expanded on his passion by joining with friends to form a beach music band as lead singer playing local clubs and community events. Rich lives in High Point, North Carolina, with his wife, Beth, and their three daughters, Taylor, Emily and Whitney.

Richard Polson's Current Company Details
Kingsview Partners

Kingsview Partners

View
Partner | Wealth Manager at Kingsview Partners
grants pass, oregon, united states
Website:
kingsviewam.com
Employees:
70
Richard Polson Work Experience Details
  • Kingsview Partners
    Partner | Wealth Manager
    Kingsview Partners Oct 2019 - Present
    Greensboro
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Nov 2011 - Oct 2019
    300 N. Greene St. Ste 600, Greensboro, Nc 27401
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney May 2001 - Nov 2011
    Greensboro, Nc
  • Burlington Industries
    Wool Buyer
    Burlington Industries Jul 1993 - Jun 2002

Richard Polson Skills

Finance Investments Management Financial Services Strategic Planning Leadership Team Building Public Speaking Customer Service Retirement Planning

Richard Polson Education Details

  • Wake Forest University - Babcock Graduate School Of Management
    Wake Forest University - Babcock Graduate School Of Management
    Mba
  • Virginia Polytechnic Institute And State University
    Virginia Polytechnic Institute And State University
    Agricultural Economics
  • Blacksburg High
    Blacksburg High

Frequently Asked Questions about Richard Polson

What company does Richard Polson work for?

Richard Polson works for Kingsview Partners

What is Richard Polson's role at the current company?

Richard Polson's current role is Partner | Wealth Manager at Kingsview Partners.

What is Richard Polson's email address?

Richard Polson's email address is ri****@****ors.com

What schools did Richard Polson attend?

Richard Polson attended Wake Forest University - Babcock Graduate School Of Management, Virginia Polytechnic Institute And State University, Blacksburg High.

What skills is Richard Polson known for?

Richard Polson has skills like Finance, Investments, Management, Financial Services, Strategic Planning, Leadership, Team Building, Public Speaking, Customer Service, Retirement Planning.

Who are Richard Polson's colleagues?

Richard Polson's colleagues are Mario A. Veneroso, Aif®, Crpc®, J.d., Taylor Copelin, Nicole Skinner, Steven Lubrano, John Hanselman, Cfp®, Jonathan Liptak, Chris Kramer.

Not the Richard Polson you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.