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Kyle Potter Email & Phone Number

Financial Advisor at Wells Fargo Advisors
Location: Saint Johns, Florida, United States 15 work roles 5 schools
1 work email found @citigroup.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email k****@citigroup.com
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Current company
Wells Fargo Advisors
Role
Financial Advisor
Location
Saint Johns, Florida, United States
Company size
14520 employees

Who is Kyle Potter? Overview

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Quick answer

Kyle Potter is listed as Financial Advisor at Wells Fargo Advisors, a with 14520 employees, based in Saint Johns, Florida, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Kyle Potter.

Kyle Potter previously worked as Wealth Relationship Manager at Citi and Financial Advisor at Prudential at The Prudential Insurance Company Of America. Kyle Potter holds Fasea Exam, Financial Advice Standards & Code Of Ethics from Financial Advisers Standards And Ethics Authority (Fasea).

Company email context

Email format at Wells Fargo Advisors

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{first}.{last}@citigroup.com
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Profile bio

About Kyle Potter

In my role as a Financial Advisor my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of expertise include:• Creating, developing, and maintaining relationships with new and existing clients• Completing the fact-finding process to allow for thorough understanding of my clients’ financial goals and needs• Developing customized ideas and solutions for each one of my clients• Helping clients meet their protection needs through a variety of insurance products• Reviewing my client’s needs on a regular basis, and suggesting strategy adjustments as necessaryI was a Senior Financial Planner (Authorised Representative) in Australia, with over 27 years in the financial services industry including positions in London, United Kingdom. My experience is in providing retirement along with investment advice and building a long term loyal clientele in the medium to High Net Worth segment. I was one of three Principals at Aspire SRS (Strategic Retirement Specialists) for 12 years a private financial advice firm started in 2005 and we sold this to Logiro Wealth in 2016 where I continued to be employed until urgently moving from Australia to Florida in March 2020 to activate my family’s Green Cards.When I’m not helping my clients achieve their financial goals, my hobbies include exploring the outdoors, nature and of course travel. I feel that my unique combination of educational, professional, and personal experience has helped me become the successful Financial Professional that I am today. Contact me today to learn how we can work together to create a custom strategy that will help you reach your personal financial goals.Core competencies include Strategic Financial Advice, Relationship Building, High Level Customer Service, Wealth Management Services, Regulatory Change Management, High Degree of Initiative, Communication, Compliance, Advice Management and Implementation/Monitoring, Account Management, Professional Salesmanship, Deep Analytical AbilityEducational competencies include the SIE (Security Industry Essentials), Series 7, Series 66, Florida 2 15.

Current workplace

Kyle Potter's current company

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Wells Fargo Advisors
Wells Fargo Advisors
Financial Advisor
Saint Johns, FL, US
Website
wellsfargoadvisors.com
Employees
14520
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Company profile
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15 roles

Kyle Potter work experience

A career timeline built from the work history available for this profile.

Wealth Relationship Manager

Citi

New York, New York, Us

Aug 2022 - Nov 2024

Financial Advisor At Prudential

The Prudential Insurance Company Of America

Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needsDevelops customized ideas and solutions for each clientSpecializes in helping clients meet their protection needs through a variety of insurance products

May 2021 - Mar 2022

Principal Financial Strategist (Senior Financial Planner)

Logiro

Boutique financial advice firm Logiro Unchartered purchased Aspire SRS Pty Ltd (and my shareholding) in October 2016. I was asked to stay on with Logiro and continue to manage the Gold Coast office. My priority was to ensure clients and referrers were comfortable with the change of ownership of our business. In this role I contributed to the construction of industry leading investment strategy and platform choice. Adopted new administration processes aimed at streamlining the effective joining of two businesses.• Implemented efficient client review process to ensure regular and comprehensive engagement.• Retained all clients during the business transition and grew client base via advocates and referrers.• Maintain existing referral relationships.• Trained new associate adviser who participated in interviews and client servicing.• Assisted in training of back office staff who implemented client advice recommendations and provided a first contact for new and existing clients.

Oct 2016 - Mar 2020

Principal Senior Financial Planner

Aspiresrs - Strategic Retirement Specialists

I was invited to launch the Miami, Gold Coast (Queensland Australia) office of Aspire SRS (Strategic Retirement Specialists) and join as a Principal partner and shareholder in 2005. I was one of three partners and built the business from ground up. My primary function was to build a quality client base and develop sustainable referral relationships to source new business. I also contributed to the overall strategy of the practice. My role included sourcing new clients, building referral relationships and advocates for our new business. I contributed to the development of internal processes to increase efficiency and ensure quality of the advice provided by all advisors in the business. I met with new and existing clients (from previous roles), preparing and reviewing advice in a timely and compliant manner.• Continued to build a client base during the 2007-2008 Global Financial Crisis and successfully retained clients in a challenging environment.• Developed long standing referral relationships which resulted in significant client growth.• Participated in a successful internal peer compliance review program which resulted in our firm being among industry best.• Contributed to business being sold for an attractive price due to sound processes, quality compliance, competent staff, funds under management and profitability.

Mar 2005 - Oct 2016

Senior Financial Planner

Suncorp Group

Brisbane, Brisbane, Au

Jun 2000 - Jan 2005

Global Custody Transitions Project

Bny Mellon

New York, Ny, Us

Oct 1999 - Feb 2000

International Payments / Treasury Officer

Bny Mellon

New York, Ny, Us

Jan 1999 - Mar 1999

Derivatives Officer

National Australia Group
Nov 1998 - Dec 1998

Business Banking Officer / Rural Finance Analyst

National Australia Bank

Melbourne, Victoria, Au

Apr 1997 - Aug 1998
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →

BN Bobbie Nicholas Bobbie Nicholas Colleague at Wells Fargo AdvisorsGreater St. Louis, United States View → MM Mackenzie Mcdaniel Mackenzie Mcdaniel Colleague at Wells Fargo AdvisorsCape Girardeau, Missouri, United States View → MF Mario Furlan Mario Furlan Colleague at Wells Fargo AdvisorsMarília, São Paulo, Brazil View → GL Griffon Lestage Griffon Lestage Colleague at Wells Fargo AdvisorsLake Charles, Louisiana, United States View → ID Ingrida Dastikaite Ingrida Dastikaite Colleague at Wells Fargo AdvisorsHornchurch, England, United Kingdom View → JP Juliana P. Juliana P. Colleague at Wells Fargo AdvisorsVancouver, Washington, United States View → HL Huy Lam Huy Lam Colleague at Wells Fargo AdvisorsGreater Phoenix Area, United States View → DS Deborah Schulz Deborah Schulz Colleague at Wells Fargo AdvisorsRaleigh-Durham-Chapel Hill Area, United States View → PR Paul Ross Paul Ross Colleague at Wells Fargo AdvisorsHouston, Texas, United States View → MB Megan Breneman Megan Breneman Colleague at Wells Fargo AdvisorsWashington Dc-Baltimore Area, United States View →
5 education records

Kyle Potter education

Fasea Exam, Financial Advice Standards & Code Of Ethics

Financial Advisers Standards And Ethics Authority (Fasea)

Advanced Diploma Of Financial Planning, Financial Planning And Services

Kaplan Professional

Diploma Of Financial Planning, Financial Planning And Services

Kaplan Professional

High School/Secondary Diplomas And Certificates

Brisbane Adventist High School

Education record

Jimboomba State School
FAQ

Frequently asked questions about Kyle Potter

Quick answers generated from the profile data available on this page.

What company does Kyle Potter work for?

Kyle Potter works for Wells Fargo Advisors.

What is Kyle Potter's role at Wells Fargo Advisors?

Kyle Potter is listed as Financial Advisor at Wells Fargo Advisors.

What is Kyle Potter's email address?

AeroLeads has found 1 work email signal at @citigroup.com for Kyle Potter at Wells Fargo Advisors.

Where is Kyle Potter based?

Kyle Potter is based in Saint Johns, Florida, United States while working with Wells Fargo Advisors.

What companies has Kyle Potter worked for?

Kyle Potter has worked for Wells Fargo Advisors, Citi, The Prudential Insurance Company Of America, Logiro, and Aspiresrs - Strategic Retirement Specialists.

Who are Kyle Potter's colleagues at Wells Fargo Advisors?

Kyle Potter's colleagues at Wells Fargo Advisors include Bobbie Nicholas, Mackenzie Mcdaniel, Mario Furlan, Griffon Lestage, and Ingrida Dastikaite.

How can I contact Kyle Potter?

You can use AeroLeads to view verified contact signals for Kyle Potter at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Kyle Potter attend?

Kyle Potter holds Fasea Exam, Financial Advice Standards & Code Of Ethics from Financial Advisers Standards And Ethics Authority (Fasea).

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