Blacksburg, VA Office

Team
Updated today

Client AUM

$8,537,924,971

Clients

12,143

Advisors

2

Of 116 advisors across 71 offices

Location

250 S Main St, Suite 320

Blacksburg VA 24060

Advisors at this office

2

Advisors at this office

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Trevor G

CFP®, Series 66

Blacksburg, VA

Kingsview Wealth Management, LLC

Trevor Gray is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Edward Jones for 14 years before joining Kingsview Wealth Management, LLC and Kingsview Partners, LLC in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, including in-house portfolios and third-party managers, offering a broad range of investment instruments and access to alternative investments.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Thomas B

Series 66

Blacksburg, VA

Kingsview Wealth Management, LLC

Thomas Bryant Jr is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He previously worked at Edward Jones for 11 years. Outside of finance, he has operated Lynchburg Guitar Lessons since 2009. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of advisors and an internal portfolio group. The firm offers tailored portfolio management and model strategies across various securities and alternative investments.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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