--- title: 20 Years of Global View Investment Advisors description: Discover the journey of Global View Investment Advisors over 20 years, from challenges to success. image: https://blog.globalviewinv.com/hubfs/Global%20View-1.jpg --- [![3_Global-View-SMALL_long_black](https://globalviewinv.com/wp-content/uploads/2025/10/3_Global-View-SMALL_long_black-scaled.png#130)](https://globalviewinv.com) ✕ - [About Us](https://globalviewinv.com/about-us/) - [Our Story](https://globalviewinv.com/about-us/our-story/) - [Our Founder](https://globalviewinv.com/about-us/our-founder/) - [Meet Our Team](https://globalviewinv.com/about-us/meet-our-team/) - [Your Fee-Only Fiduciary Partner](https://globalviewinv.com/fee-only-fiduciary/) - [Referral Partners](https://globalviewinv.com/about-us/referral-partners/) - [Why Global View](https://globalviewinv.com/why-global-view/) - [Your Independent Advocate](https://globalviewinv.com/why-global-view/your-independent-advocate/) - [Real Risk Management](https://globalviewinv.com/why-global-view/real-risk-management/) - [Family-Office-Style Services](https://globalviewinv.com/why-global-view/family-office-style-services/) - [What We Do](https://globalviewinv.com/what-we-do-global-view/) - [Comprehensive Financial Planning](https://globalviewinv.com/what-we-do-global-view/comprehensive-financial-planning/) - [Setting the Path to Retirement](https://globalviewinv.com/setting-path-retirement/) - [Worry-Free Portfolio Management](https://globalviewinv.com/what-we-do-global-view/worry-free-portfolio-management/) - [Tax and Estate Planning Coordination](https://globalviewinv.com/what-we-do-global-view/tax-and-estate-planning/) - [Navigating Life After Loss](https://globalviewinv.com/navigating-life-after-loss/) - [Our Fees](https://globalviewinv.com/what-we-do-global-view/our-fees/) - [Who We Serve](https://globalviewinv.com/who-we-serve/) - [Case Study #1: Protecting What You’ve Built](https://globalviewinv.com/who-we-serve/case-study-1-protecting-what-youve-built/) - [Case Study #2: Maximizing Sale of a Business](https://globalviewinv.com/who-we-serve/case-study-2-maximizing-sale-business/) - [Case Study #3: Retiring in the Carolinas and Hiring a New Investment Advisor](https://globalviewinv.com/who-we-serve/case-study-3-retiring-in-the-carolinas-and-hiring-a-new-investment-advisor/) - [Contact Us](https://globalviewinv.com/contact-us/) - [Resources](https://globalviewinv.com/resources/) - [News & Insights](https://blog.globalviewinv.com/) - [Client Login](https://globalviewinv.com/client-login/) - [eBooks](https://globalviewinv.com/ebooks/) - [Quick Guides](https://globalviewinv.com/quick-guides/) - [Videos](https://www.youtube.com/@Globalviewinv) - [About Us](https://globalviewinv.com/about-us/) - [Our Story](https://globalviewinv.com/about-us/our-story/) - [Our Founder](https://globalviewinv.com/about-us/our-founder/) - [Meet Our Team](https://globalviewinv.com/about-us/meet-our-team/) - [Your Fee-Only Fiduciary Partner](https://globalviewinv.com/fee-only-fiduciary/) - [Referral Partners](https://globalviewinv.com/about-us/referral-partners/) - [Why Global View](https://globalviewinv.com/why-global-view/) - [Your Independent Advocate](https://globalviewinv.com/why-global-view/your-independent-advocate/) - [Real Risk Management](https://globalviewinv.com/why-global-view/real-risk-management/) - [Family-Office-Style Services](https://globalviewinv.com/why-global-view/family-office-style-services/) - [What We Do](https://globalviewinv.com/what-we-do-global-view/) - [Comprehensive Financial Planning](https://globalviewinv.com/what-we-do-global-view/comprehensive-financial-planning/) - [Setting the Path to Retirement](https://globalviewinv.com/setting-path-retirement/) - [Worry-Free Portfolio Management](https://globalviewinv.com/what-we-do-global-view/worry-free-portfolio-management/) - [Tax and Estate Planning Coordination](https://globalviewinv.com/what-we-do-global-view/tax-and-estate-planning/) - [Navigating Life After Loss](https://globalviewinv.com/navigating-life-after-loss/) - [Our Fees](https://globalviewinv.com/what-we-do-global-view/our-fees/) [![2_Global-View-TAGLINE_stacked_white](https://globalviewinv.com/wp-content/uploads/2025/10/2_Global-View-TAGLINE_stacked_white-scaled.png#123)](https://globalviewinv.com) - [Who We Serve](https://globalviewinv.com/who-we-serve/) - [Case Study #1: Protecting What You’ve Built](https://globalviewinv.com/who-we-serve/case-study-1-protecting-what-youve-built/) - [Case Study #2: Maximizing Sale of a Business](https://globalviewinv.com/who-we-serve/case-study-2-maximizing-sale-business/) - [Case Study #3: Retiring in the Carolinas and Hiring a New Investment Advisor](https://globalviewinv.com/who-we-serve/case-study-3-retiring-in-the-carolinas-and-hiring-a-new-investment-advisor/) - [Contact Us](https://globalviewinv.com/contact-us/) - [Resources](https://globalviewinv.com/resources/) - [News & Insights](https://blog.globalviewinv.com/) - [Client Login](https://globalviewinv.com/client-login/) - [eBooks](https://globalviewinv.com/ebooks/) - [Quick Guides](https://globalviewinv.com/quick-guides/) - [Videos](https://www.youtube.com/@Globalviewinv) - [About Us](https://globalviewinv.com/about-us/) - [Our Story](https://globalviewinv.com/about-us/our-story/) - [Our Founder](https://globalviewinv.com/about-us/our-founder/) - [Meet Our Team](https://globalviewinv.com/about-us/meet-our-team/) - [Your Fee-Only Fiduciary Partner](https://globalviewinv.com/fee-only-fiduciary/) - [Referral Partners](https://globalviewinv.com/about-us/referral-partners/) - [Why Global View](https://globalviewinv.com/why-global-view/) - [Your Independent Advocate](https://globalviewinv.com/why-global-view/your-independent-advocate/) - [Real Risk Management](https://globalviewinv.com/why-global-view/real-risk-management/) - [Family-Office-Style Services](https://globalviewinv.com/why-global-view/family-office-style-services/) - [What We Do](https://globalviewinv.com/what-we-do-global-view/) - [Comprehensive Financial Planning](https://globalviewinv.com/what-we-do-global-view/comprehensive-financial-planning/) - [Setting the Path to Retirement](https://globalviewinv.com/setting-path-retirement/) - [Worry-Free Portfolio Management](https://globalviewinv.com/what-we-do-global-view/worry-free-portfolio-management/) - [Tax and Estate Planning Coordination](https://globalviewinv.com/what-we-do-global-view/tax-and-estate-planning/) - [Navigating Life After Loss](https://globalviewinv.com/navigating-life-after-loss/) - [Our Fees](https://globalviewinv.com/what-we-do-global-view/our-fees/) [![6_Global-View-Icon-black](https://globalviewinv.com/wp-content/uploads/2025/10/6_Global-View-Icon-black-scaled.png#68)](https://globalviewinv.com) - [Who We Serve](https://globalviewinv.com/who-we-serve/) - [Case Study #1: Protecting What You’ve Built](https://globalviewinv.com/who-we-serve/case-study-1-protecting-what-youve-built/) - [Case Study #2: Maximizing Sale of a Business](https://globalviewinv.com/who-we-serve/case-study-2-maximizing-sale-business/) - [Case Study #3: Retiring in the Carolinas and Hiring a New Investment Advisor](https://globalviewinv.com/who-we-serve/case-study-3-retiring-in-the-carolinas-and-hiring-a-new-investment-advisor/) - [Contact Us](https://globalviewinv.com/contact-us/) - [Resources](https://globalviewinv.com/resources/) - [News & Insights](https://blog.globalviewinv.com/) - [Client Login](https://globalviewinv.com/client-login/) - [eBooks](https://globalviewinv.com/ebooks/) - [Quick Guides](https://globalviewinv.com/quick-guides/) - [Videos](https://www.youtube.com/@Globalviewinv) # 20 Years of Global View Investment Advisors ![](https://globalviewinv.com/wp-content/uploads/2025/11/gold-line.jpg) # Global View Commentary [![](https://blog.globalviewinv.com/hubfs/Global%20View-1.jpg)](https://blog.globalviewinv.com/commentary/20-years-of-global-view-investment-advisors) # 20 Years of Global View Investment Advisors Aug 28th, 2024 By: [Kathleen Moore](https://blog.globalviewinv.com/commentary/author/kathleen-moore) Our team at Global View would like to give a heartfelt thank you to all our clients and others who have contributed to our 20 years of success and growth. Over the years we have seen quite a few ups and downs: a financial crisis, an interesting political environment, a worldwide pandemic, inflation, international wars, and many other events since the founding of the firm in 2004. [Ken Moore](https://globalviewinv.com/about-us/our-founder/) founded Global View with the primary goal of putting clients’ interests first.  After years as a management consultant, Ken wanted to apply his analytical and communication skills to help investors reach their financial goals. He had enjoyed coaching companies across the globe but felt that working at the individual level would be more impactful.  ![Ken Moore Global View](https://blog.globalviewinv.com/hs-fs/hubfs/Ken%20Moore%20Global%20View.jpg?width=266&height=310&name=Ken%20Moore%20Global%20View.jpg)Starting out in the professional development program at Merrill Lynch in 2000 while the economy had yet to recover from the dot-com bubble and was about to enter a recession was quite a challenge. Although Merrill Lynch carried with it brand recognition, there was no funnel of leads to field.  The sales environment was much different than today in that cold calling had not been disallowed by the FCC. He often stayed after hours calling would-be investors after dinner. He found the Greenville market very polite; rather than just hanging up many of the people he reached would let him know “that they appreciated the call but no thank you”. The Greenville market was saturated. After many attempts to reach retirees outside of the immediate Greenville market, Ken found his niche in Keowee, SC. He had tried presenting Merrill Lynch’s offerings and his services in Greenwood at nursing homes where more than one attendee asked where the cake was. Amused but undeterred, he then pursued cold calling the Lake Keowee area. There he connected with many receptive transplants to the area, and this client-base launched his business. He would host wine and cheese seminars at the local wine shop. He was able to connect with retired executives from the Midwest and the Northeast, and many of these early prospects are still clients today. In addition to the prospect generation challenge was the actual investment challenge. The Enron and WorldCom accounting scandals left a huge mark as Merrill Lynch reacted by cleaning house and wiping out the analysts. Not being allowed to invest in any companies without analyst-coverage meant that there were no investment options besides Merrill Lynch funds. Ken fought to be able to do his own research. Merrill Lynch, like other big firms, would often promote sales contests to push the firms’ funds or other investments, which would have high internal costs and questionable performance. Ken would shy away from these ![team_b_W_shirtst_3_30_06](https://blog.globalviewinv.com/hs-fs/hubfs/team_b_W_shirtst_3_30_06.jpg?width=348&height=249&name=team_b_W_shirtst_3_30_06.jpg)contests; however, there was one contest, “The Road to Retirement", that he thought would be beneficial to the firm, his personal book of business, and his clients. The contest focused solely on bringing in retirement assets. He brought in new accounts and invested as he thought best for the clients. The influx of assets was enough to help him graduate from the professional development program during a time of 75% dropout rate and win the contest. The prize for the contest was an extravagant ski trip for his family to Beaver Creek, Colorado. Other winners and many layers of management from across the country attended to enjoy the slopes, receive gifts such as Barbour jackets, and dine on lavish meals in a posh resort. Rather than being wooed, Ken was furious. As a former management consultant, his alarm bells went off. This waste combined with the lack of suitable investment options set the wheels in motion to start a new firm. Ken left Merrill Lynch Labor Day weekend 2004 with all his clients following him. He was joined within a few months by Joey Hines who now acts as the Managing Partner and Rick Simonson (now retired). Shortly after, Adam Wiles joined and later became a partner who now serves as the Chief Investment Officer. Being an independent fiduciary, the company focuses on serving the clients’ needs without any conflicts of interest. The firm works for the clients' commission-free and employs the most appropriate strategies to help clients meet their financial objectives. ![Global - 20th anniversary_Image](https://blog.globalviewinv.com/hs-fs/hubfs/Global%20-%2020th%20anniversary_Image.jpg?width=739&height=204&name=Global%20-%2020th%20anniversary_Image.jpg) ![Kathleen Moore](https://blog.globalviewinv.com/hubfs/Kathleen%20Moore.png) ### Written by [Kathleen Moore](https://blog.globalviewinv.com/commentary/author/kathleen-moore) Kathleen has a long history in financial and professional services leveraging her analytical skills to optimize results for clients. Kathleen’s focus is supporting the Global View team which embodies the same ideals as Ken, Global View founder, to further the company’s mission of putting the clients’ interests first. [LinkedIn](https://www.linkedin.com/in/kathleen-moore-b0b91928/) [Read other posts](https://blog.globalviewinv.com/commentary/author/kathleen-moore) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### **Are you on track for the future you want?** Schedule a free, no-strings-attached portfolio review today. [Talk With Us](https://globalviewinv-4350261.hs-sites.com/contact-us) ### Topics - [Financial Planning (183)](https://blog.globalviewinv.com/tag/financial-planning) - [Retirement Planning (136)](https://blog.globalviewinv.com/tag/retirement-planning) - [Global View News & Commentary (135)](https://blog.globalviewinv.com/tag/global-view-news-commentary) - [Financial Advice (91)](https://blog.globalviewinv.com/tag/financial-advice) - [Fee-Only Fiduciary (75)](https://blog.globalviewinv.com/tag/fee-only-fiduciary) - [Investment & Portfolio Management (74)](https://blog.globalviewinv.com/tag/investment-portfolio-management) - [Market Volatility (55)](https://blog.globalviewinv.com/tag/market-volatility) - [Financial Literacy (38)](https://blog.globalviewinv.com/tag/financial-literacy) - [Taxes & Tax Planning (36)](https://blog.globalviewinv.com/tag/taxes-tax-planning) - [Living in the Carolinas (28)](https://blog.globalviewinv.com/tag/living-in-the-carolinas) ### Popular posts - [![Goodbye Paper: Physical Checks Going Away for Social Security Benefits and Tax Refunds](https://blog.globalviewinv.com/hubfs/Greenville%20fiduciary%20advisor%20globalviewinv.com%20(5).jpeg)](https://blog.globalviewinv.com/commentary/goodbye-paper-physical-checks-going-away-for-social-security-benefits-and-tax-refunds) [Goodbye Paper: Physical Checks Going Away for Social Security Benefits and Tax Refunds](https://blog.globalviewinv.com/commentary/goodbye-paper-physical-checks-going-away-for-social-security-benefits-and-tax-refunds) by [Matthew Crider](https://blog.globalviewinv.com/commentary/author/matthew-crider) August 06, 2025 - [![Time Weighted Return vs Internal Weighted Return](https://blog.globalviewinv.com/hubfs/Time%20Weighted%20Return%20vs%20Internal%20Weighted%20Return%20globalviewinv.com.jpeg)](https://blog.globalviewinv.com/commentary/time-weighted-return-vs-internal-weighted-return) [Time Weighted Return vs Internal Weighted Return](https://blog.globalviewinv.com/commentary/time-weighted-return-vs-internal-weighted-return) by [Anne Coe](https://blog.globalviewinv.com/commentary/author/anne-coe) July 14, 2025 - [![To My Wife - If I die tomorrow, here is what you need to do.](https://blog.globalviewinv.com/hubfs/AdobeStock_181607%20(1).jpeg)](https://blog.globalviewinv.com/commentary/to-my-wife-if-i-die-tomorrow-here-is-what-you-need-to-do) [To My Wife - If I die tomorrow, here is what you need to do.](https://blog.globalviewinv.com/commentary/to-my-wife-if-i-die-tomorrow-here-is-what-you-need-to-do) by [Joe Hines](https://blog.globalviewinv.com/commentary/author/joe-hines) May 09, 2022 - [![Perspective on Work During Widowhood](https://blog.globalviewinv.com/hubfs/Perspective%20on%20Work%20During%20Widowhood%20globalviewinv.com.jpeg)](https://blog.globalviewinv.com/commentary/perspective-on-work-during-widowhood) [Perspective on Work During Widowhood](https://blog.globalviewinv.com/commentary/perspective-on-work-during-widowhood) by [Kathleen Moore](https://blog.globalviewinv.com/commentary/author/kathleen-moore) July 07, 2025 ### Subscribe to Global View Insights Get our quarterly newsletter that brings you news, tips and tricks from around the web and Global View’s blog. [![4_Global-View-GVIA-Emblem_white-ALT](https://globalviewinv.com/wp-content/uploads/2025/10/4_Global-View-GVIA-Emblem_white-ALT-1.png#158)](https://globalviewinv.com) #### About Us Global View Investment Advisors LLC is a fee-only, fiduciary financial advisory firm headquartered in Greenville, South Carolina and serving investors nationwide. Our mission is to be our clients' advocate. We provide truly independent, conflict-free advice and complete wealth management services, so you can protect and maximize the wealth you’ve built. #### Our Locations ##### Downtown Greenville, SC 800 E Washington St., Suite A Greenville, SC 29601 [864.272.0818](tel:8642720818) ##### Columbia, SC 1320 Main Street, Suite 300 Columbia, SC 29201 [864.272.0818](tel:8642720818) #### Quick Links - [Why Global View](https://globalviewinv.com/why-global-view/) - [What We Do](https://globalviewinv.com/what-we-do-global-view/) - [Who We Serve](https://globalviewinv.com/who-we-serve/) - [Privacy Policy](https://globalviewinv.com/privacy-policy/) - [ADV](https://globalviewinv.com/wp-content/uploads/2025/10/Form-ADV-II-Brochure.pdf) - [CRS](https://globalviewinv.com/wp-content/uploads/2025/10/CRS-Form-_-Global-View-Investment-Advisors-LLC.pdf) © 2025 Global View Investment Advisors, LLC • Website by [Waypost](https://www.waypostmarketing.com/) [![](https://globalviewinv.com/wp-content/uploads/2025/10/fon-standard-color-logo-png-1000-240.webp)](https://www.feeonlynetwork.com/) [![](https://globalviewinv.com/wp-content/uploads/2025/10/napfa-logo-white@2x.png)](https://www.napfa.org/) [![](https://globalviewinv.com/wp-content/uploads/2025/10/ria.webp)](https://www.findyourindependentadvisor.com/) [![](https://globalviewinv.com/wp-content/uploads/2025/10/bbb.webp)](https://www.bbb.org/upstatesc/business-reviews/investment-advisory-services/global-view-investment-advisors-llc-in-greenville-sc-90010298) [![](https://globalviewinv.com/wp-content/uploads/2025/10/paladin.webp)](https://www.paladinregistry.com/financial-advisor/greenville-south-carolina/Kenneth.Moore) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Kathleen Moore", "url" : "https://blog.globalviewinv.com/commentary/author/kathleen-moore" }, "dateModified" : "2024-08-29T17:04:47.095Z", "datePublished" : "2024-08-29T02:15:04.000Z", "headline" : "20 Years of Global View Investment Advisors", "image" : [ "https://blog.globalviewinv.com/hubfs/Global%20View-1.jpg" ], "mainEntityOfPage" : { "@id" : "https://blog.globalviewinv.com/commentary/20-years-of-global-view-investment-advisors", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.globalviewinv.com/hubfs/2_Global-View-TAGLINE_long_black.png" }, "name" : "Global View Investment Advisors" } } ```