
Kyle Martin, AAMS
Managing Director, Wealth Advisor
Email Address
[email protected]Phone Number
(205) 547-7487For more than a decade, Kyle has worked closely with families and individuals, providing them with wealth management guidance that's tailored to their goals. He is knowledgeable in comprehensive financial planning services, from retirement planning to investment management to estate planning strategies.
Transparent and personable, Kyle facilitates open conversations with his clients in an effort to distill complicated financial topics into honest and applicable advice to help them pursue their goals. He helps each of the individuals he serves make wise financial decisions that can most benefit them and their family.
Kyle began his financial services career as a financial advisor in 2007 with Morgan Keegan, which was later acquired by Raymond James. He graduated from the University of Georgia with a bachelor's degree in finance.
Kyle has 2 children, Tyler and Avery, and enjoys cheering them on during their soccer (Tyler) and volleyball games (Avery) as well as their other school activities. In his spare time, Kyle enjoys spending time outdoors hiking, keeping his indoor plant collection alive and traveling.
Certificates
AAMS