Kyle Melear
Advisor at Merrill — Tampa, FL E Kennedy Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
8 years
Location
Tampa, FL 33602
Merrill
Institution
Kyle Melear is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Valdes Group. He focuses on investment and economic analysis and client relationship development, working closely with business owners and high-net-worth individuals to develop customized, goals-based wealth management strategies. Kyle conducts diligent research of market and economic trends aligned with his clients' financial needs and objectives.
Before joining Merrill in 2017, Kyle worked as an analyst for an asset management firm specializing in real estate, private equity, and credit investments. His work has been recognized through inclusion in Forbes' "Best-in-State Wealth Management Teams" list, ranking #1 in North Florida for two consecutive years, the "Top Next-Generation Wealth Advisors Best-In-State" list in 2023, and "America's Top Wealth Management Teams Private Wealth" list, ranking #13 in 2023. Kyle holds a Bachelor of Science in Finance and Business Management from Florida State University and holds Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations.
Outside of his professional responsibilities, Kyle enjoys spending time outdoors and engaging in community activities. He resides in Tampa with his wife, Erin, and daughter, Grayson.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
103
Florida · Texas
8 years of industry experience
Bank Of America, N.A.
2017 - Present • 9 years
Tampa, FL
Merrill
2017 - Present • 9 years
Tampa, FL
Resouce America, Inc
2014 - 2017 • 3 years
Philadelphia, PA
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