Kyle Attarian
Shareholder and Senior Wealth Manager
- Role
- Senior Wealth Manager Shareholder at Plancorp Wealth Management
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Kyle Attarian
I am passionate about helping people with a “do the right thing” attitude every step I…
Experience
Senior Wealth Manager Shareholder
Sep 2009 — Present · Nashville, TN
The most important aspect of my role at Plancorp is educating clients on the techniques and resources that are available to help them achieve their goals. Our mission and values lend themselves to creating an experience where clients become engaged and comfortable with their financial lives. Our team approach promotes collaboration and allows me to leverage the knowledge and experience of the entire firm to create an environment where we are truly helping people discover and implement prudent strategies to achieve their financial goals. My expertise is in comprehensive wealth management including estate, charitable and trust planning, family wealth counseling, retirement and investment management consulting, life insurance planning, business succession and executive equity compensation planning.
Skills
- Estate Planning
- Comprehensive Wealth Management
- Equities
- Management
- Strategic Financial Planning
- Marketing Strategy
- Investments
- Investment Advisory Services
- Team Leadership
- Mutual Funds
- Wealth Management Services
- Asset Allocation
- Succession Planning
- Client Communication
- Retirement Planning
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