Kyle Knecht
Agency Trader i at Raymond James
Based in Tampa, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Tampa
Industry
Financial Services
Company size
20K
Contact information
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k•••••••@raymondjames.com
Phone
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Background
About Kyle Knecht
With over 15 years of work experience in the financial and hospitality sectors, I am a passionate and dedicated financial representative who helps clients achieve their financial goals and dreams. I have a strong background in business, wine, and interpersonal communication, which enables me to connect with clients from diverse backgrounds and understand their needs and preferences. I am proud to be part of Westshore Financial Group, an agency of The Guardian Life Insurance Company of America, where I share the vision of providing quality financial products and services that protect and enhance the lives of individuals, families, and businesses. As a financial representative at Westshore Financial Group, I leverage my skills and credentials to provide financial reviews and have investment discussion with clients. I hold the Series 7 and Series 63 licenses issued by FINRA, which allow me to offer a range of securities products and services to clients. I also use my interpersonal and multitasking skills to build and maintain strong relationships with clients, colleagues, and partners, and to manage multiple projects and tasks effectively and efficiently. I enjoy working with clients to help them understand their financial situation, identify their goals and objectives, and create and implement customized strategies that suit their needs and expectations./COMPLIANCE:2025-2992/
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