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.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
10/08/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

The U.S. dollar has strengthened significantly over the past year, supported by higher real interest rates and its role ...
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The U.S. dollar has strengthened significantly over the past year, supported by higher real interest rates and its role as a safe haven during periods of uncertainty.

A stronger dollar can benefit consumers and lower the cost of imports, but it can also create headwinds for U.S. exporters and international investments.

For long term investors, currency movements are another reminder of the value of diversification. Holding a balanced mix of domestic and international assets can help investors navigate shifts in currencies, interest rates, and global economic conditions.

The dollar can move quickly.
A balanced portfolio can provide perspective.

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?

"The only things certain in life are death and taxes." Benjamin Franklin
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"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

How many credit cards do you have?
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How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

A few strategies that may help you maximize your Social Security income.
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A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The Federal Reserve’s latest rate hike reflects a familiar challenge: monetary policy can respond to inflation, but it c...
09/23/2026

The Federal Reserve’s latest rate hike reflects a familiar challenge: monetary policy can respond to inflation, but it cannot directly address the underlying forces driving it.

With higher oil prices contributing to persistent inflation, the Fed raised rates by 0.25% in September. For investors, the bigger takeaway is that Fed decisions are only one part of a much broader economic and market environment.

History shows that markets have continued to grow through countless rate changes, economic shocks, and periods of uncertainty. Staying focused on long-term goals and maintaining a balanced portfolio can be more important than reacting to each Fed decision.

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?

Attention Estate Executors: Do you know about the Alternate Valuation Date?
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Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

As complex as the details of taxes can be, the income tax process is fairly straightforward.
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As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Address

6900 W. Interstate 40 Suite 150
Amarillo, TX
79106

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