Kingsview Partners - Ashby Dawson

Kingsview Partners - Ashby Dawson Partner | Wealth Manager Partner | Wealth Manager Ashby Dawson operates her independent Kingsview Partners practice in Amarillo, Texas.

She is a former Edward Jones advisor with fifteen years of experience and joined Kingsview’s independent platform in 2023. Planning to Flourish:
“I love to watch people flourish,” says Ashby, “and I think well-laid plans build bright outcomes. The right financial advice can help prepare you for whatever life brings -both the expected and the unexpected.” Ashby’s purpose is to help her clients feel

confident, connected and in control of their financial lives. The Measure of Success:
Ashby’s personal measure of success is knowing her clients are poised to meet their goals and protect themselves from life’s many uncertainties. Her exacting and thorough nature allows her to walk
alongside clients with creative and strategic strategies.

“Always acting in the best interest of my clients as a true fiduciary brings me the greatest satisfaction. It also allows us to sit on the same side of the table when making important decisions.”

Education, Certifications, Awards and Recognition:
Ashby attended Hardin-Simmons University and graduated with a BA in Finance. She holds credentials as a CFP® (Certified Financial Planner) ) and AAMS™ (Accredited Asset Management Specialist™). She has also been featured in Forbes as a Top Women Wealth Advisors Best-In-State and Top Next-Gen Wealth Advisors Best-in-State. Forbes Best-in-State Women Wealth Advisors, 2023
Forbes Best-in-State Women Wealth Advisors, 2022
Forbes Top Next-Gen Wealth Advisors Best-in-State 2022

Areas of Specialty:
Investment Management
Social Security Retirement Benefits
WEP/GPO Income Planning
Tax Planning Strategies
Portfolio Optimization
Women’s Financial Strategies
Business Retirement Plans
Retirement Plan Distributions
Retirement Income Strategies
Pantex Retirement Benefits
Charitable Giving Strategies

On a Personal Note:
Outside work, Ashby and her husband, Dale, live in Amarillo and have twin sons, Max and Dutch. She enjoys spending time with her family, gourmet cooking, fishing and tennis.

May offered a reminder that strong markets can coexist with uncertainty.The S&P 500 reached new all-time highs, even as ...
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May offered a reminder that strong markets can coexist with uncertainty.

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Federal Reserve leadership changes always attract attention, especially during periods of inflation, market volatility, ...
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Federal Reserve leadership changes always attract attention, especially during periods of inflation, market volatility, and economic uncertainty.

With Kevin Warsh confirmed as the new Fed Chair, investors are evaluating what his views on inflation, interest rates, and Fed policy could mean for markets in the years ahead.

History shows that markets and the economy have grown through many different Fed leadership transitions and policy environments. While interest rates matter, they are only one part of a much larger picture that includes earnings growth, innovation, productivity, and consumer strength.

For long term investors, the key is maintaining perspective. Markets may react to each Fed decision, but financial success is still built on diversification, discipline, and long term planning.

Fed leadership may change.
Long term investing principles do not.

Read this weeks to learn more:

An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?

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6900 W. Interstate 40 Suite 150
Amarillo, TX
79106

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