Kyle Findlay

Certified Financial Planner at Keel Point

Role: Senior Wealth Advisor at Keel Point
Location: Huntsville, AL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Kyle Findlay

Kyle Findlay is a Senior Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ at Keel Point…

Experience

Senior Wealth Advisor
Keel Point
Nov 2007 — Present · Huntsville, AL, US

Education

University of Alabama
Master's degree
2003 — 2004
University of Alabama, Manderson Graduate School of Business
Bachelor of Science (B.S.)
2000 — 2004

Skills

Wealth Management
Financial Advisory
Mutual Funds
Equities
Etfs
Retirement Planning
Strategic Financial Planning
Estate Planning
Investment Strategies

Contact information

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Work email
k•••••••@keelpoint.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••95

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Current company

Keel Point

Financial Services · 93 employees · Founded 2003 · Huntsville, Alabama, United States

Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD. *Third-party posts found on this site do not reflect the views of Keel Point, LLC and have not been reviewed by the Firm as to accuracy or completeness.

keelpoint.com

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About Kyle Findlay

Experience

Senior Wealth Advisor

Education

University of Alabama

University of Alabama, Manderson Graduate School of Business

Skills

Find verified contacts for anyone on LinkedIn