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Dayna B
Series 66
Santa Barbara, CA
Kingswood Wealth Advisors, LLC
Dayna Birkley is a financial advisor at Kingswood Wealth Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with plan advisory and consulting services.
Travis K
Series 66
Santa Barbara, CA
Kingswood Wealth Advisors, LLC
Travis King is a financial advisor at Kingswood Wealth Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing discretionary and non-discretionary portfolio management along with consulting services.
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