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Kyle B
CFP®, Series 63, Series 66
Elizabeth, CO
Fidelity
Kyle Black is the Vice President, Wealth Planner at Fidelity Investments. In this role, he facilitates relationships between Fidelity and high net worth families to support their financial goals. Kyle has been with Fidelity Investments since 2015, progressing from Financial Consultant to Vice President, Financial Consultant, and currently Vice President, Wealth Planner. Prior to joining Fidelity, he worked at Charles Schwab as a High Net Worth Broker and Mutual Fund Clearing Specialist, and earlier as a Credit Risk Analyst at Clayton Holdings LLC.
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