Kyle Stevenson, CFP®

Kyle Stevenson, CFP®

Corporate Paralegal

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location of Kyle Stevenson, CFP®Boca Raton, Florida, United States

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  • Timeline

  • About me

    Assistant V.P., Private Wealth Planner at Merrill Lynch

  • Education

    • Georgetown University

      2015 - 2016
      Executive Certificate Financial Planning and Services
    • American University

      -
      Bachelor of Science Political Science

      Activities and Societies: Pi Kappa Phi

  • Experience

    • General Dynamics Mission Systems

      Jun 2014 - May 2016
      Corporate Paralegal
    • Curi RMB Capital

      May 2016 - Apr 2019
      Wealth Management Associate
    • Merrill Lynch

      Apr 2019 - now
      Assistant Vice President, Private Wealth Planner
  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Mar 2018
      View certificate certificate
    • Series 65

      NASAA
      Jul 2017
    • Series 7

      FINRA
      Aug 2019
    • Series 63

      FINRA
      Oct 2019
  • Honors & Awards

    • Awarded to Kyle Stevenson, CFP®
      Jack Kent Cooke Foundation Undergraduate Transfer Scholarship Jack Kent Cooke Foundation Apr 2011 Selected as one of the 60 distinguished community college transfer students across the U.S. out of a pool of 2000+ applicants to receive a $30,000/year scholarship to pursue a bachelor's degree.
    • Awarded to Kyle Stevenson, CFP®
      LLI of Northern Virginia Scholastic Achievement Award Lifetime Learning Institute of Northern Virginia Apr 2011
  • Volunteer Experience

    • Exam Candidate Mentor

      Issued by CFP Board on Jan 2019
      CFP BoardAssociated with Kyle Stevenson, CFP®