Client Service Administrator
Kyle is a Wealth Manager with Global Wealth Management and has been serving clients in the financial services industry for 4 years. He has a diverse background and experience in financial planning, investment strategies and insurance planning. Kyle’s goals are to help ensure clients are receiving reliable, attentive service and ongoing advice to keep financial plans on track. He has passed the Series 7 and Series 66 securities exams and is FL2-15 licensed.
He is originally from New Jersey but grew up in New Hampshire. He attended Framingham State University in Massachusetts, where he also played on the football team. He has a love for baseball, which is in part to hearing stories about his grandfather, Bob Kelly, who played for the Cubs, Indians, and Reds in the 1950’s. Kyle currently resides in Weston, FL with his wife, Amber, and their three girls: Braylin, Harper, and Emerson.