Kyle Kay, Investment Adviser Representative
Kyle A. Kay is a licensed insurance agent and an Investment Adviser Representative and founder of Sterling Wealth Management LLC (www.swmfl.com). He has three decades of experience in banking and financial services and has helped guide clients to success through four economic cycles. Kyle received his bachelor's degree from LaGrange College, and he holds graduate degrees from Southwestern Graduate School of Banking at Southern Methodist University and the Graduate School of Bank Investments and Financial Management at the University of South Carolina.
Phone: 352.509.5388 | E-mail: email@example.com | Website: www.swmfl.com (opens in new tab)
Latest articles by Kyle Kay, Investment Adviser Representative
Easy Access to Financial Advice Requires Analytical Thinking
retirement planning It’s up to each investor and retirement saver to separate fact from fiction and to overcome their own personal biases.
Don't Live Your Retirement in Recovery Mode: Make a Plan for Success
retirement If this recent bear market caught you unprepared, especially if you're in your 60s and older, it's time to remind yourself of some key best practices for retirement planning.
By Kyle Kay, Investment Adviser Representative • Published