"I’m in this industry because of how dynamic it is. Every day is a learning experience – you have to continually learn & get better at it. To have the resources Kingswood supplies to help me be better, that is a tool that most people don’t get to have."

"Kingswood has meant integrity, character, good morals and values to me, which is critical. They’re very much a relationship company that respects all their advisors, regardless of their style."

"I made the change to work with Kingswood because of their robust platform and access to alternative investments. Additionally, they have a focus on succession planning and – down the road when I am ready – they have the means to make that happen within the network."

"Kingswood has given me the freedom to design a platform for my clients that not just lets them create dreams, create an architecture of what they want to do and where they want to go, but allows me to help fulfill those dreams for them. I am able create solutions that they may not otherwise have received from a traditional firm or larger broker-dealer."

"It was an easy decision to move to Kingswood because of who they are. They have such unique purpose & story. It’s important to me to be with a firm that takes an interest in their advisors to really know them and support them where they’re most grounded and where their purpose is. They put their advisors first."

"Kingswood offers me an incredible playground of opportunity and investment ideas & strategies that are so appropriate for my clients at the right time & inflection point of their lives."

"I appreciate how open Kingswood is to new ideas & how they provide me with the autonomy to run my business the way I see fit & the way that is best for my clients."