Kyle Kelley
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kyle Kelley
When you need something done, you need it done well, thoroughly, and right-the first…
Experience
Senior Financial Advisor, Senior Vice President
Mar 2011 — Present
VMT Wealth Management is structured and staffed to serve clients in all areas of wealth management, from financial goal-setting to long-term wealth strategies, including legacy planning services, philanthropy and wealth transfer strategies. At our core, we are experienced, time-tested investment professionals, with deep experience in guiding clients as they develop their portfolios and make appropriate investment decisions. We have the capabilities and experience of an asset management boutique-like firm, as well as the strength of a conventional team of financial advisors. We offer our services as part of an investment firm with a worldwide reputation. Over the years, as our client base has grown, we\'ve expanded the scope and capabilities of our team. We have different personalities and interests in finance, but in the context of VMT, our talents are complimentary. And we all share one thing in particular: a strong dedication to our profession – and to serving clients.
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