Kingswood U.S., a network of wealth management firms that oversees more than $3 billion in client assets, is partnering with eight advisors who will become part of the network, bringing another $355 million to the brand, the firm announced.
Headquartered in New York City, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors brand. In March, Kingswood U.S. announced the consolidation of its two SEC-registered RIAs, Benchmark Advisory Services and Kingswood Wealth Advisors, under a single brand.
The newest affiliates are:
• Conrad Branson of Birchwood Wealth Advisors in Kentfield, Calif., with $150 million in total client assets.
• Jason Nickels of Simi Valley, Calif., with $70 million in total client assets. Nickels has 18 years of experience at Merrill Lynch and Morgan Stanley.
• Daniel F. Spagnolo of Dynamic Financial Services in Huntington Station, N.Y., with $60 million in total client assets. Spagnolo has more than two decades of experience in financial planning, asset management, and retirement planning.
• Debinder Deshmukh, Kalyan Kavili and Krishna Grandi in Miami with $25 million in total client assets. The firm specializes in serving clients of South Asian descent.
• William Bianchi of Bianchi Financial Services in Rochester and Buffalo, N.Y., with $25 million in total client assets.
• Regina Faison of Faison Wealth Strategy in Foothill Ranch, Calif., with more than $25 million in total client assets. Faison brings 25 years of wealth management experience and provides financial and retirement planning services.