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Kyle F
Series 66
Graford, TX
Merrill
Kyle Fulton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience as both a Senior Financial Advisor and Senior Portfolio Advisor, providing investment management, wealth planning, and wealth management services to a diverse clientele. His focus includes family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, portfolio management services, special needs planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. With a career spanning four decades, Kyle works closely with clients to develop customized financial strategies tailored to their unique goals. He assists clients in creating comprehensive wealth plans covering retirement, estate planning, and tax minimization, while offering guidance on wealth transfer, philanthropy, and asset allocation. He is committed to building long-term relationships grounded in trust and integrity and follows the Merrill tradition of community involvement, participating in initiatives such as the Covenant Health System CEO Roundtable. Kyle holds a Bachelor’s Degree from Texas Tech University System and the Personal Investment Advisor (PIA) professional designation. Outside of his professional role, he enjoys basketball, boating, fishing, football, hunting, music, racquetball, scuba diving, traveling, and spending time with his family.
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