Kyle Brewer, CFP®

Kyle Brewer, CFP®

Wealth Management Advisor, First Vice President

Followers of Kyle Brewer, CFP®475 followers
location of Kyle Brewer, CFP®Hartford County, Connecticut, United States

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  • Timeline

  • About me

    First Vice President, Wealth Management Advisor

  • Education

    • Colby College

      2006 - 2010
      Bachelor's Degree
  • Experience

    • Merrill Lynch

      May 2013 - now
      Wealth Management Advisor, First Vice President
  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Jul 2017
    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Jun 2017
    • Certified Financial Planner

      CFP Board of Standards
      May 2016
    • Certified Plan Fiduciary Advisor

      National Association of Plan Advisors
      Dec 2018
  • Honors & Awards

    • Awarded to Kyle Brewer, CFP®
      Forbes "Top Next-Generation Wealth Advisors Best-in-State" - Aug 2023 Named to the 2023 Forbes "Best-in-State Next Generation Wealth Advisors" listPublished on August 8, 2023. Rankings based on data as of March 31, 2023.*2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is… Show more Named to the 2023 Forbes "Best-in-State Next Generation Wealth Advisors" listPublished on August 8, 2023. Rankings based on data as of March 31, 2023.*2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and firm-generated revenue (investment performance is not a criterion). SHOOKS's rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less