FUNDRAISING NEWS | April 12, 2024
Kingsview Partners has added a trio of financial advisors from Edward Jones to join their team in Greensboro, North Carolina. The advisors, Greer Ducker, Jeff Champigny, and Lisa Rosenberg, specialize in retirement, charitable giving, and estate planning, with a particular focus on multigenerational wealth management. They will be joining Kingsview as partners.
Greer Ducker has been with Edward Jones since the beginning of his career in the financial services industry in 1999. This long tenure has given him substantial experience. Jeff Champigny started his financial services career at Merrill Lynch in 2017, later moving to Edward Jones in 2022. Lisa Rosenberg, wife of Greer, began her career as a broker and investment advisor just last year, registering with Edward Jones in July.
Their move to Kingsview marks a significant transition and is poised to enhance the services Kingsview offers to its clients in North Carolina.
To view the press release, click here. 
John Washington is the Data Research Analyst at Dakota.
