Working directly with a diverse group of clients across the US, Kyle has extensive experience with uncommonly complex wealth management needs. During his career, he has structured billions of dollars in financing for both private clients and institutions. With The Andover Group, Kyle focuses on financial planning, liability management, insurance-based strategies and Social Security.
With a proactive service model that helps ensure ready and consistent contact with clients, Kyle is counted on for his understanding of all aspects of clients’ financial lives. Beyond finances, Kyle and the team often discuss business dealings, negotiation tactics, family dynamics, education, geopolitics, technology and a myriad of other topics relevant to their clients’ lives. This dedication has truly made an impact.
Experience
- Joined UBS in 2011 as Director of Banking Solutions for the Southeast
- Brings over 17 years of financial services experience to The Andover Group
Education and accomplishments
- Earned the Certified Financial Planner® (CFP®) professional designation
- Holds his Series 7 and 66 securities licenses, as well as insurance licenses
- B.S., Post University
Life
- Kyle and his wife, Ivone, reside in South Park, NC with their daughter, Lena, and twin boys, Lucas and Leo.
- They are active members at St. Gabriel Catholic Church and school.
- Outside of work, Kyle enjoys spending time with his family, running and carpentry.
Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IN, KS, LA, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WI, WV