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Kyle C

Series 63, Series 66

Charlestown, RI

Merrill

Kyle Conley is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He focuses on developing strategies to address the financial and investment needs of both individuals and companies, including private and public entities. Utilizing the resources available through Merrill Lynch and its strategic partners, Kyle works to manage clients’ assets and liabilities by crafting personalized wealth management plans tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives. Kyle holds a bachelor's degree in Economics from Boston College and has furthered his studies in international economics at the University of Melbourne in Australia. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Residing in Syosset, NY with his wife and three children, Kyle is active in his church and local community. He maintains a commitment to the Merrill tradition of community involvement through volunteer work with local organizations.

Wealth management
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