LCP In The News March 2021Lakeview Capital Partners (“LCP”) transitions from the institutional business to focus on exclusively serving individuals and families in the wealth management space.LCP is excited to announce the formation of Lakeview Private Wealth (“LPW”), a newly created and wholly owned division of Lakeview Capital Partners. Lakeview Private Wealth will focus on core competencies with individuals and families, as well as grow its ultra-high net worth (“UHNW”) family office-style division. This additional division will also offer current and future retail clients of LCP access to an even greater level of advice and services traditionally reserved for only the UHNW.Chuck Rice, a 34-year Wall Street veteran with extensive expertise in the private wealth arena, will serve as CEO of Lakeview Capital Partners, including the Private Wealth and retail divisions of the company. Rice has spent the last 15 years in a senior leadership position at a top Wall Street firm, focused on families with $25 million plus in assets. Rice is building a team of investment advisors at LCP with specific expertise in the UHNW space.The Private Wealth group’s product and service platform will help clients establish family governance and bring focus to philanthropy, tax and estate planning, and wealth transfer strategies. The group will consist of a team of advisors, custodians, asset managers, tax and estate planners, and CPA’s to provide guidance on planning and investments for ultra-high net worth individuals and families.“Ultimately, Lakeview Private Wealth looks to distinguish itself from the competition through experience and emotional intelligence,” says Rice. “We focus on deep relationships with our clients, because in the end, it’s the people who matter most. And, the best place to do this is in the independent RIA space.“November 2018 Atlanta, GA – Lakeview Capital Partners, LLC, one of the top 25 Financial Planning and Advisory Firms in Atlanta as ranked by the Atlanta Business Chronicle*, announces the addition of Willis Dobbs, CFA®, as a Managing Director. Willis brings years of experience to LCP after owning and operating Alston Capital Advisors.“We are very excited to announce Willis Dobbs has joined the firm,” states John Williams, CEO, Managing Principal of Lakeview Capital Partners. “His values and business strategies are in line with our fantastic team and we continue to build on our focus to provide the best quality people for the best clients.”Willis will focus on providing financial advice to individuals, determining key financial objectives based on each client’s needs and recommending strategies the client can use to achieve their desired financial objectives, as well as researching the marketplace and providing clients with current information on new and existing products and services to benefit their portfolios.About Willis DobbsAfter graduating from the University of Georgia with a BBA in International Business with a concentration in Finance and a minor concentration in Spanish, Willis began his career with AGCO Corporation in Atlanta, GA. Willis spent two years with AGCO working in both finance and sales capacities in Atlanta and doing project work in Mexico, Argentina and Brazil, where he lived for 6 months.He earned a Master of Business Administration at the University of Texas at Austin in 2003.In 2009, Willis joined Wells Fargo Advisors as a Financial Advisor where he built an investment advisory practice serving clients’ investment needs. He left Wells Fargo Advisors in 2012 to start Alston Capital Advisors, LLC to focus on managing portfolios for high net worth households.Willis earned the right to use the Chartered Financial Analyst® designation in 2013. Both Willis and his wife, Leigh, are natives of Atlanta. They have two boys, Jack and Hollis, and two yellow labs, Cornbread and Rerun.* Based on assets under management for the Atlanta office as of June 30, 2018.The Chartered Financial Analyst® (“CFA®”) designation is a professional credential granted by CFA Institute that demonstrates a commitment to the highest standards of professional ethics, integrity, and expertise for investment professionals. To be eligible to become a CFA charterholder, a candidate must meet minimum experience requirements in the area of investment/financial practice, become a member of CFA Institute, pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct, apply for membership to a local CFA member society, and complete the CFA Program. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, investment analysis, and portfolio management. To enroll in the program, a candidate must hold a bachelor’s degree. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.Securities offered through SA Stone Wealth Management, Inc, member FINRA and SIPC. Advisory services provided through Lakeview Capital Partners, LLC (“LCP”). LCP is not affiliated with SA Stone Wealth Management. LCP is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224 or by emailing email@example.com.