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Seth W

Series 63, Series 65

Watkinsville, GA

Kingswood Wealth Advisors, LLC

Seth Waltman is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Kingswood Capital Partners, Eudaimonia Partners, MS Howells & Co., and Harmony Grove Wealth Management. Outside of his advisory work, he coaches triathlons through a non-investment business, TricoachGeorgia, LLC. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, offering customized investment solutions through an open-architecture platform that utilizes both affiliated and unaffiliated managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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Christopher S

Series 63, Series 65

Watkinsville, GA

Kingswood Wealth Advisors, LLC

Christopher Scarborough is an investment advisor representative at Kingswood Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Eudaimonia Partners, LLC, M.S. Howells & CO, and Citigroup Global Markets. Outside of finance, he performs as a guitarist and vocalist with the musical group Kinchafoonee Cowboys. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, using an open-architecture platform with various third-party managers and sub-advisors to tailor investment advice to client profiles.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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