Kyle Sims Email and Phone Number
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Kyle is a senior leader within financial services and Founding Partner at 49 Financial. Kyle joined the industry in 2005 and has been recognized with numerous awards for dedicated client service and leadership development throughout his career. In January 2018, Kyle officially joined 49 Financial as Founding & Managing Partner. Guided by the conviction that "two are better than one," 49 Financial is dedicated to collaborative client and advisor service. Kyle launched the Dallas office of 49 and has since been involved in launching and leading additional geographies throughout the country. Kyle is also a respected speaker on leadership development in the financial industry, delivering keynotes, globally. Kyle has spoken throughout the United States on the topics of leadership development and training in the financial services industry, and he has been recognized as a key-note for a number of colleges & universities, corporate leadership teams, and industry organizations. In addition to serving his own clientele, Kyle is passionate about developing advisors and leaders within 49 Financial.Certain appropriately licensed individuals are registered to sell securities offered through Oakwood Capital Securities(“Oakwood”), Member FINRA/SIPC. Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. Oakwood and 49 Wealth Management, LLC are not affiliated companies. 49WM does not provide tax or legal advice and is not a certified public accountant. This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.
49 Financial
View- Website:
- 49financialgroup.com
- Employees:
- 120
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Founding Partner49 Financial Oct 2019 - PresentDallas, Texas, United States
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Managing Partner, Dfw49 Financial At Axa Advisors Jan 2018 - Oct 2019Dallas/Fort Worth Area49 Financial is a holistic financial planning firm assisting families and business owners in the fields of investment management, retirement planning, estate planning, and insurance.
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Financial ProfessionalAxa Advisors, Llc Jan 2005 - Oct 2019Dallas, Tx -
Regional Senior Divisional Vice President, Central RegionAxa Advisors Feb 2014 - Jan 2018Dallas, TxIn 2014 Kyle was appointed Senior Vice President of the Dallas office within AXA. In this position, Kyle now leads this team of 84 advisors as they impact the lives of their clients throughout the region. As part of the Texas branch, this team has been awarded the Gold President’s Trophy for the past 3 years, which represents the highest honor a team can receive for recognition of their collective efforts. Kyle still maintains his personal client base. Working alongside his partners, the team serves these clients in the areas of retirement planning, capital preservation, and business continuation strategies. He is passionate about assisting his clients and advisors in stewarding their gifts and resources well. Kyle is a frequent speaker to audiences across the country on a topic of leadership. He has been invited as a key-note for a number of colleges & universities, corporate leadership teams, and industry organizations. In addition to these groups in the United States, Kyle has also addressed international audiences, as he recently returned from Asia, where he was invited to speak on the topic of leadership to numerous groups throughout Southern China. AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d
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Divisional Vice PresidentAxa Advisors, Llc Mar 2008 - Jan 2014Dallas, TxDue to his early success and dedication to financial advising, Kyle chose to build a team of advisors and was quickly promoted to Divisional Vice President in March of 2008. Through selecting and recruiting strong talent and implementing a comprehensive training program, he led his team of highly qualified financial professionals to receive numerous awards and be recognized among AXA’s top producers.
Kyle Sims Skills
Kyle Sims Education Details
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Government
Frequently Asked Questions about Kyle Sims
What company does Kyle Sims work for?
Kyle Sims works for 49 Financial
What is Kyle Sims's role at the current company?
Kyle Sims's current role is Founding Partner, 49 Financial.
What is Kyle Sims's email address?
Kyle Sims's email address is ky****@****axa.com
What schools did Kyle Sims attend?
Kyle Sims attended Harvard University.
What skills is Kyle Sims known for?
Kyle Sims has skills like Developing And Training A Team Of Associates And Staff, Financial Needs Analysis, Managment, Business Succession Planning, Charitable Giving Strategies.
Who are Kyle Sims's colleagues?
Kyle Sims's colleagues are Tyler Staniford, Thao Nguyen, Brooke Etheridge, Lizah Okoniewski, Anna Maria, Owen Freese, Baylor Wedge.
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