FUNDRAISING NEWS | August 27, 2024
Kingsview Partners has recruited financial advisors Josh Farley and Alisha Warren from Edward Jones, establishing a new presence in Mt. Carmel, Illinois.
Farley, who began his career with Edward Jones in 2001, brings extensive experience as an Accredited Asset Management Specialist (AAMS®), focusing on helping clients achieve their financial goals. Warren, with over a decade at Edward Jones, became a registered broker and investment advisor in 2022, and her background includes roles in human resources, OSHA safety coordination, and tax accounting.
Their move to Kingsview reflects the growing trend of advisor attrition at Edward Jones, which recently reported a 5.3% turnover rate. Both advisors are committed to serving their clients and leveraging their diverse experiences in their new roles. This transition highlights Kingsview's strategy to expand by attracting seasoned professionals from established firms.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
