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Kyle Lonsinger, Cfp®, Cima® Email & Phone Number

Wealth Planning Specialist at Merrill Lynch
Location: Greater Tampa Bay Area, United States 7 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
Merrill Lynch
Role
Wealth Planning Specialist
Location
Greater Tampa Bay Area, United States
Company size
34842 employees

Who is Kyle Lonsinger, Cfp®, Cima®? Overview

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Quick answer

Kyle Lonsinger, Cfp®, Cima® is listed as Wealth Planning Specialist at Merrill Lynch, a with 34842 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a matched LinkedIn profile for Kyle Lonsinger, Cfp®, Cima®.

Kyle Lonsinger, Cfp®, Cima® previously worked as Wealth Advisor at Accurate Advisory Group Inc. and Financial Advisor at Integrity Wealth. Kyle Lonsinger, Cfp®, Cima® holds Investment Management Theory & Practice, Investments And Securities from Yale School Of Management.

Company email context

Email format at Merrill Lynch

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Merrill Lynch

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Profile bio

About Kyle Lonsinger, Cfp®, Cima®

Kyle Lonsinger, Cfp®, Cima® is a Wealth Planning Specialist at Merrill Lynch. He possess expertise in 401k rollovers, 401 retirement savings plans, retirement planning, financial advisory, financial planning and 14 more skills.

Listed skills include 401K Rollovers, 401 Retirement Savings Plans, Retirement Planning, Financial Advisory, and 15 others.

Current workplace

Kyle Lonsinger, Cfp®, Cima®'s current company

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Merrill Lynch
Merrill Lynch
Wealth Planning Specialist
Florida, United States
Website
ml.com
Employees
34842
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Company profile
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7 roles

Kyle Lonsinger, Cfp®, Cima® work experience

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

Wealth Planning Specialist

Merrill Lynch

Florida, United States

Wealth Planning Specialist

Merrill Lynch

New York, Ny, Us

Feb 2022 - Jun 2023

Registered Client Associate

Merrill Lynch

New York, Ny, Us

Mar 2020 - Feb 2022

Financial Consultant

Td Ameritrade

Omaha, Ne, Us

Jan 2019 - Mar 2020
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts for 34842 employees →

JR John Rhea John Rhea Colleague at Merrill LynchJacksonville, Florida, United States View → MN Matthew Nemecheck Matthew Nemecheck Colleague at Merrill LynchHowell, Michigan, United States View → ZS Zach Shenitsky Crpc® Zach Shenitsky Crpc® Colleague at Merrill LynchBloomfield Hills, Michigan, United States View → EG Erica Gambardella, Cfp®, Cpfa® Erica Gambardella, Cfp®, Cpfa® Colleague at Merrill LynchGarden City, New York, United States View → KJ Kane, Jen Kane, Jen Colleague at Merrill LynchHavertown, Pennsylvania, United States View → EC Ethan Courtad, Cfp® Ethan Courtad, Cfp® Colleague at Merrill LynchAkron, Ohio, United States View → MS Meghan Slocum Meghan Slocum Colleague at Merrill LynchMequon, Wisconsin, United States View → LO Les O'Connor, Cpfa™ Les O'Connor, Cpfa™ Colleague at Merrill LynchCharleston, West Virginia, United States View → RP Richard Pettit Richard Pettit Colleague at Merrill LynchRoanoke, Virginia, United States View → ES Edward Scarboro Edward Scarboro Colleague at Merrill LynchThomasville, North Carolina, United States View →
3 education records

Kyle Lonsinger, Cfp®, Cima® education

Investment Management Theory & Practice, Investments And Securities

Yale School Of Management

Executive Certificate In Financial Planning

Duquesne University

Bachelor Of Science - Bs, Biology, General

Penn State University
FAQ

Frequently asked questions about Kyle Lonsinger, Cfp®, Cima®

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

What company does Kyle Lonsinger, Cfp®, Cima® work for?

Kyle Lonsinger, Cfp®, Cima® works for Merrill Lynch.

What is Kyle Lonsinger, Cfp®, Cima®'s role at Merrill Lynch?

Kyle Lonsinger, Cfp®, Cima® is listed as Wealth Planning Specialist at Merrill Lynch.

Where is Kyle Lonsinger, Cfp®, Cima® based?

Kyle Lonsinger, Cfp®, Cima® is based in Greater Tampa Bay Area, United States while working with Merrill Lynch.

What companies has Kyle Lonsinger, Cfp®, Cima® worked for?

Kyle Lonsinger, Cfp®, Cima® has worked for Merrill Lynch, Accurate Advisory Group Inc., Integrity Wealth, Td Ameritrade, and Nen Financial, Inc..

Who are Kyle Lonsinger, Cfp®, Cima®'s colleagues at Merrill Lynch?

Kyle Lonsinger, Cfp®, Cima®'s colleagues at Merrill Lynch include John Rhea, Matthew Nemecheck, Zach Shenitsky Crpc®, Erica Gambardella, Cfp®, Cpfa®, and Kane, Jen.

How can I contact Kyle Lonsinger, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Kyle Lonsinger, Cfp®, Cima® at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Kyle Lonsinger, Cfp®, Cima® attend?

Kyle Lonsinger, Cfp®, Cima® holds Investment Management Theory & Practice, Investments And Securities from Yale School Of Management.

What skills is Kyle Lonsinger, Cfp®, Cima® known for?

Kyle Lonsinger, Cfp®, Cima® is listed with skills including 401K Rollovers, 401 Retirement Savings Plans, Retirement Planning, Financial Advisory, Financial Planning, Life Insurance, Long Term Care, and Series 7.

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