Kyle Smith

Advisor

Designations

CFP®

703-940-3475

Kyle C. Smith, CFP®, began his career in financial advising in 2006, and has been working directly with David and his clients since 2008. As an Advisor, Kyle’s mission is to provide David’s clients with a diverse range of solutions, while focusing on the specific concerns and circumstances of each individual client.

During his free time, Kyle enjoys both playing and following sports as well as working on cars. He currently resides in Arlington, VA with his wife and son.

A native of Montgomery County, MD, Kyle earned his undergraduate degree from Towson University with a B.S. in Finance. In addition, Kyle earned his CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in 2013. Kyle holds the FINRA Series 6, 7, 63 and 65 professional securities licenses as well as life, health and variable insurance licenses.

Roles and Responsibilities

Client services for financial and wealth planning
Monitoring and servicing of investment accounts
Processing new accounts and serving as a direct contact for David’s clients