Kyle Mclaughlin

Kyle Mclaughlin Email and Phone Number

Managing Director, Financial Advisor - RBC Wealth Management @ RBC Wealth Management
toronto, ontario, canada
Kyle Mclaughlin's Location
Cincinnati Metropolitan Area, United States
Kyle Mclaughlin's Contact Details

Kyle Mclaughlin work email

Kyle Mclaughlin personal email

n/a

Kyle Mclaughlin phone numbers

About Kyle Mclaughlin

We work with a wide range of corporate executives. We have experience examining equity pay structures and comparing the costs of leaving unvested options at the current employer in order to accept a new position. We are highly versed in the applications of both Incentive Stock Options (ISO's) and Non-Qualified Stock Options (NQSO's) along with Employee Stock Purchase Plans (ESPP's). We expect to provide the highest level of service to our clients, co-advisors and friends.Areas of focus: Stock option analysis, financial strategies, estate planning services, wealth management, inter-generational wealth transfers.

Kyle Mclaughlin's Current Company Details
RBC Wealth Management

Rbc Wealth Management

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Managing Director, Financial Advisor - RBC Wealth Management
toronto, ontario, canada
Website:
rbcwealthmanagement.com
Employees:
6359
Kyle Mclaughlin Work Experience Details
  • Rbc Wealth Management
    Managing Director
    Rbc Wealth Management Aug 2024 - Present
    Cincinnati, Ohio, United States
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  • Morgan Stanley
    Sr. Vice President, Financial Advisor
    Morgan Stanley Sep 2013 - Aug 2024
    Cincinnati
    Our team works with equity compensated executives and the matriarchs and patriarchs of closely held businesses.© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
    View
  • Raymond James Financial, Inc.
    Senior Vice President, Investments
    Raymond James Financial, Inc. May 2008 - Sep 2013
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  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Apr 1998 - May 2008
    View

Kyle Mclaughlin Skills

Wealth Management Operations

Kyle Mclaughlin Education Details

Frequently Asked Questions about Kyle Mclaughlin

What company does Kyle Mclaughlin work for?

Kyle Mclaughlin works for Rbc Wealth Management

What is Kyle Mclaughlin's role at the current company?

Kyle Mclaughlin's current role is Managing Director, Financial Advisor - RBC Wealth Management.

What is Kyle Mclaughlin's email address?

Kyle Mclaughlin's email address is ky****@****mes.com

What is Kyle Mclaughlin's direct phone number?

Kyle Mclaughlin's direct phone number is +172736*****

What schools did Kyle Mclaughlin attend?

Kyle Mclaughlin attended Xavier University.

What skills is Kyle Mclaughlin known for?

Kyle Mclaughlin has skills like Wealth Management, Operations.

Who are Kyle Mclaughlin's colleagues?

Kyle Mclaughlin's colleagues are Molly Montgomery, Andrea Benoit, Daniel Vera Morales, Charity Pikkaraine, Lucas Laing-Taylor, Terri Gibson, John Metz.

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