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.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
09/03/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

AI and Federal Reserve policy may seem like separate topics, but both are shaping the economic outlook.While the Fed rem...
09/02/2026

AI and Federal Reserve policy may seem like separate topics, but both are shaping the economic outlook.

While the Fed remains focused on inflation and the labor market, AI could have a more lasting impact through productivity and economic growth. The challenge is determining how quickly these benefits will materialize.

For investors, separating short term uncertainty from longer term trends is key. Productivity, innovation, and economic growth can have a lasting impact on markets, even as Fed policy continues to shift.

The Fed influences the cycle.
Productivity can shape the future.

Read this week's 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?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
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The average retirement lasts for 18 years. Are you prepared to fill that many days?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Tariff refunds, rising deficits, and a national debt exceeding $40 trillion have added to concerns around the U.S. fisca...
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Tariff refunds, rising deficits, and a national debt exceeding $40 trillion have added to concerns around the U.S. fiscal outlook.

Yet markets have continued to reach new highs, highlighting an important lesson for long term investors: headlines do not always translate into lasting portfolio impacts.

Trade policy and fiscal challenges matter, but history shows that markets have navigated many different economic and political environments. Maintaining perspective and a balanced portfolio remains key to staying focused on long term financial goals.

Fiscal uncertainty can create headlines.
Perspective helps investors stay focused.

Read this week's 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?

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
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Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
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How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Stocks and bonds are both creating opportunities for investors this year, but for different reasons.The stock market has...
08/19/2026

Stocks and bonds are both creating opportunities for investors this year, but for different reasons.

The stock market has reached new highs, supported by strong earnings and continued growth across several sectors. At the same time, higher interest rates have pushed bond yields to some of their most attractive levels in years.

While markets near record highs can make investors hesitant, history shows that waiting for the perfect pullback can be costly. A balanced portfolio can help investors participate in growth while managing risk across different market environments.

New highs are part of investing.
Balance helps investors stay invested.

Read this week's 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?

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
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Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
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Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

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6900 W. Interstate 40 Suite 150
Amarillo, TX
79106

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