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Andrew T

Series 63, Series 66

Greensboro, NC

Kingsview Wealth Management, LLC

Andrew Taylor is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, and previously spent seven years at Wells Fargo Advisors LLC. Outside of finance, he is a 5% owner of Amplify This Music, where he contributes by songwriting for special occasions. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, and state or municipal clients. The firm provides financial planning and asset management through a combination of internal portfolio management and third-party strategies, offering discretionary and non-discretionary advisory services across a range of investment products.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Richard P

Series 63, Series 65

Greensboro, NC

Kingsview Wealth Management, LLC

Richard Polson is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at firms including Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Wells Fargo Clearing before joining Kingsview in 2019. Outside of his advisory work, Polson is a musician and vocalist, performing as the front man for a cover band. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers comprehensive financial planning and asset management through a mix of in-house strategies, third-party managers, and alternative investments, with discretionary and non-discretionary advisory services.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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