With nearly 10 years of experience in the financial services industry, Kyle Newell has helped hundreds of families with their finances. As a CERTIFIED FINANCIAL PLANNER™ professional, Kyle is able to tie his real-world experiences with his services to make a significant, positive impact to his client’s financial journey. Kyle not only helps his clients craft their financial plans, he remains by their side as that plan is put into action. Acting much like an experienced guide, Kyle helps his clients to stay on course, recognize and avoid potential pitfalls; and most importantly, when to celebrate and enjoy the moment. Prior to joining Partners Retirement and Wealth Management, Kyle was a financial advisor at two Fortune 100 financial services firms where he was responsible for working with clients in the areas of investment management, retirement income strategy, wealth transfer and estate planning strategies, incapacity planning, and risk management among other areas of financial planning. His education and qualifications include:
- CERTIFIED FINANCIAL PLANNER™ – Certified Financial Planner Board of Standards, Inc.
- Chartered Retirement Planning Counselor conferred by The College for Financial Planning
- Bachelors in Physics – University of Florida • Series 7 and 66 licenses held through LPL Financial
- Florida Life, Health and Variable Annuity licensed
During his time at the University of Florida, Kyle was a walk-on student athlete for the football team where he won two National and Conference championships. These days, Kyle enjoys spending time with his wife, Brooke, and his two sons, Logan and Steven. Kyle is an active member at his church and volunteers with students at a local prison, middle school, and university helping to teach them about career, life, and making wise decisions.