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Kyle V

Series 66

Lisle, IL

Sanctuary Advisors, LLC

Kyle Vasel is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he co-leads a team dedicated to creating a trusted financial experience for families. Since joining Merrill in 2011, Kyle has focused on helping individuals and families with personal retirement planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and socially responsible, values-based, and ESG investing. Kyle holds a Bachelor's Degree from Illinois State University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He grew up in southern Illinois in a family that owned and operated businesses in small farm towns, where he learned the importance of delivering consistent value and making a difference in the community. Outside of work, Kyle is involved with Mission Church and enjoys adventure sports, biking, reading, running, scuba diving, and skiing. He lives in Wheaton, Illinois, with his wife and three children.

General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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