Kyle Morgan
Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch
Based in Fort Pierce, United States
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Seniority
Director
Department
Finance & Accounting
Location
Fort Pierce
Industry
Financial Services
Company size
35K
Contact information
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k•••••••@ml.com
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Background
About Kyle Morgan
Kyle Morgan is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has been with Merrill Lynch Wealth Management since 1991 helping individual and corporate clients determine long-term financial goals and implement customized investment strategies. Kyle also focuses on qualified retirement plans for corporations and non-profit organizations. The consulting services he provides include helping plan sponsors select plan providers, investment analysis, and employee education. Kyle is a graduate of the University of Florida with a Bachelor's Degree in Business Administration. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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