Kyle Huber

About Kyle Huber

As a Financial Advisor and Portfolio Manager, Kyle focuses on private wealth management, organic portfolio construction and institutional retirement consulting. He enjoys engaging with clients on a personal level to address their needs through individualized retirement planning, financial planning and portfolio research. He holds Series 7, 63 and 65 securities licenses.Kyle began his career in 2014 in Tampa as a research analyst at an independent investment advisory firm, where he developed a strong foundation in research and analytics for both the equity and bond markets. In 2019, he joined The Abelson Wealth Management Group at Morgan Stanley. In 2021 and 2022, he was named to Morgan Stanley\'s Pacesetter\'s Club, a global recognition program for Financial Advisors who within their first five years demonstrate the highest professional standards and first-class client service. Kyle graduated from the Sykes College of Business at The University of Tampa, where he earned a Bachelor of Science degree in Finance with a concentration in Economics. Born and raised in Sussex County, New Jersey, Kyle made Florida his permanent home in 2010 and lives in Dunedin. Away from the office, he enjoys spending time with family, boating, fishing, golfing and biking. Within the community, Kyle sits on the Steering Committee of the Skip Cline Society (a subsidiary of the Morton Plant Mease Health Care Foundation) which specifically fundraises for pediatric care. Kyle also serves on the Connections Board for Junior Achievement of Tampa Bay.

Experience

1. Senior Vice President, Wealth Management Senior Portfolio Manager Financial Advisor

   Morgan Stanley

   Apr 2019 — Present · Palm Harbor, FL, US

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Education

• University of Tampa - John H. Sykes College of Business

  Bachelor's Degree, Finance and Economics

  2014 — 2016

Skills

• Financial Analysis
• Investment Strategies
• Research
• Project Management
• Entrepreneurship
• Time Management
• Management
• Leadership