Gregory Kite is a financial advisor with Polley Wealth Management LLC in Orlando, FL, holding a Series 65 designation and 18 years of industry experience. His career includes roles at Transamerica Financial Advisors and Innovation Partners LLC. Outside of advisory work, he serves as president, CFO, athletic director, and coach at The Gift of Learning Foundation, a private school serving Pre K through 12th grade students. Polley Wealth Management primarily serves individual investors, including high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm employs an asset allocation and risk profiling approach, utilizing both discretionary and non-discretionary managed accounts, and offers a subscription-style retainer model with tiered membership levels.

Kenneth Polley is a financial advisor at Polley Wealth Management LLC in Orlando, FL, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and Suntrust Advisory Services. Outside of advisory services, he is involved in real estate investing through Polley Properties LLC, focusing on wholesale and fix-and-flip properties. Polley Wealth Management LLC serves individual investors, including high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm employs a disciplined investment process with an emphasis on asset allocation and risk profiling, and it offers a subscription-style retainer model alongside traditional fee structures.

Ronald Greene Jr. is a financial advisor at Polley Wealth Management LLC in Orlando, FL, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to his current role, he worked at Edelman Financial Engines and has background in insurance and hospitality. Polley Wealth Management primarily serves individual and high-net-worth clients, offering investment advisory, portfolio management, and financial planning services. The firm emphasizes asset allocation and risk profiling, provides both discretionary and non-discretionary management, and offers a subscription-style retainer model alongside traditional fee structures.