Get to Know Kyle…
Favorite part about working at Moneco:
Working with a passionate team of advisors to help clients pursue their financial goals
Favorite thing to do outside of work:
Golf, softball, spending time with friends and family

Favorites

Quotation: “If the world were perfect, it wouldn’t be.” – Unknown
Vacation Destination: Amalfi Coast
TV Show or Movie: The West Wing & NCIS
Band or Music: Classic Rock & Dave Matthews Band
Sports Teams: Washington Nationals

Kyle joined Moneco Advisors in August 2022 and has quickly distinguished himself through his commitment to client relationships and financial planning. Recently earning his CFP® certification and being promoted to Wealth Advisor, he specializes in delivering integrated planning strategies designed to help clients develop confident, informed decisions over time.

Experience:
Previously, Kyle worked as an Associate Wealth Advisor at Moneco as well as at Fidelity Investments in a Client Experience Associate role, where he supported the advisor teams with money movement transactions and trades. 
Education & Certifications:
Kyle graduated from Bryant University with a major in Finance and a minor in Politics & Law.
Personal:
In his personal life, Kyle resides in West Haven, CT with his wife, Monica. When not working, he enjoys golf, softball, traveling, and spending quality time with friends and family.

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