Kyle Gilbert

Kyle Gilbert

Kyle Gilbert
Associate Wealth Management Advisor
Email
(913) 748-0650

ROLE AND EXPERTISE

Kyle is an Associate Wealth Management Advisor for Melton Wealth Partners providing comprehensive financial planning for clients. He is passionate about working with families in adapting their plans through the changes that life brings. His expertise in risk management solutions, asset accumulation, debt reduction, education planning and preparing for retirement serves our clients well as they travel the path to financial security.

In partnership with our clients, Kyle specializes in facilitating multi-generational planning for families. He introduces the importance of financial planning to future generations guiding them to a path of financial security. Kyle provides education and financial advice on saving strategies, wealth accumulation and risk management, all within the preparation of a comprehensive financial plan. He also assists retirement plan participants in understanding and maximizing their employee benefits.

BACKGROUND AND EDUCATION

Kyle began his career with Northwestern Mutual as a Financial Advisor in 2017. Prior to joining Melton Wealth Partners, Kyle also worked in fund raising, sales and providing health insurance solutions.

  • Bachelor of Arts in Religious Studies – Missouri State University
  • FINRA Series 7 & 63
  • Life/Health/Long-Term Care Insurance Licenses

PERSONAL

Kyle enjoys sports, music, travel, spending time with friends and family, and serving at church. Kyle is married to Keely, and they have a daughter, Emmaline.

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Matt Melton, CPA, CLTC®, RICP®, ChSNC®
Wealth Management Advisor


Melton Wealth Partners

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck