Nashville, TN Office

Team
Updated today

Client AUM

$8,537,924,971

Clients

12,143

Advisors

2

Of 116 advisors across 71 offices

Location

1 Vantage Way, Suite E 230

Nashville TN 37228

Advisors at this office

2

Advisors at this office

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Shawn J

Series 63, Series 66

Nashville, TN

Kingsview Wealth Management, LLC

Shawn Johnson is a financial advisor at Kingsview Wealth Management, LLC with 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of advising, he is active as a college football and high school referee and officiates adult, high school, and middle school track meets. 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. The firm delivers services through a network of Investment Adviser Representatives and an internal portfolio group, offering tailored portfolio management and access to proprietary and third-party investment strategies.

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

Nevile M

Series 66

Nashville, TN

Kingsview Wealth Management, LLC

Nevile Makau is a financial advisor at Kingsview Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years and has experience in non-financial roles including at A&N Heating and Cooling and T-Mobile. He also was involved with Mama Agnes Special Kids, a nonprofit organization. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management. The firm combines tailored portfolio management by Investment Adviser Representatives with proprietary model strategies developed by an internal portfolio group.

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