Kingsview Partners
Lacie Clark has a diverse background in administrative, editorial, and operations roles. Lacie currently works as an Administrative Assistant at Kingsview Partners. Prior to that, Lacie held various titles at AIP Publishing, including Manager of Conference Proceedings, Associate Acquisitions Editor, and Assistant Acquisitions Editor. Lacie also has experience as an Operations Supervisor at Citizens Bank. Lacie holds a Bachelor of Arts Degree from Stony Brook University and an Associate of Arts Degree from Suffolk County Community College.
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Kingsview Partners
Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future. "We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes." - Joshua M. Lewis, Senior Managing Partner