AeroLeads people directory · profile
Kyle Morgan Email & Phone Number
Thought partner, trusted advisor and community leader.
at
LAKE TRAVIS EDUCATION FOUNDATION
1 work email found
@sunflowerbank.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Thought partner, trusted advisor and community leader.
Location
Austin, Texas Metropolitan Area, United States
Company size
Who is Kyle Morgan? Overview
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Quick answer
Kyle Morgan is listed as Thought partner, trusted advisor and community leader. at LAKE TRAVIS EDUCATION FOUNDATION, a with 7 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at sunflowerbank.com and a matched LinkedIn profile for Kyle Morgan.
Kyle Morgan previously worked as President at Lake Travis Education Foundation and Wealth Advisor at Ssb&T Wealth Management. Kyle Morgan holds Ba, Economics from California State University-Sacramento.
Company email context
Email format at LAKE TRAVIS EDUCATION FOUNDATION
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{first}.{last}@sunflowerbank.com
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AeroLeads found 1 current-domain work email signal for Kyle Morgan. Compare company email patterns before reaching out.
Profile bio
About Kyle Morgan
Community focused financial services professional dedicated to creating opportunity and growing relationships.
Listed skills include Wealth Management, Investments, Portfolio Management, Private Banking, and 36 others.
Current workplace
Kyle Morgan's current company
Company context helps verify the profile and gives searchers a useful next step.
Lake Travis Education Foundation
Employees
7
AeroLeads page
10 roles
Kyle Morgan work experience
A career timeline built from the work history available for this profile.
President
Current
Jun 2024 - Present
Wealth Advisor
Current
May 2024 - Present
Vice President, Private Banking
Mar 2023 - Dec 2023
Assistant Vice President, Private Banking
May 2018 - Nov 2022
Associate Financial Planner
Worked with HWN clientele on all aspects of the financial planning process, including relationship management, plan preparation and investment portfolio creation. I took pride in getting to know the clients I worked with on a deeper, personal, level which allowed me to better understand what's important to them and how to best serve them. Working in tandem with the lead financial adviser, and coordinating with our client's professional network ( i.e. CPAs, Attorneys, Insurance Brokers/Agents, Mortgage Brokers, Bankers), I provided comprehensive wealth solutions tailored to achieve each client’s individual goals, with no conflicts of interest. I educated and guided clients through major financial and emotional decisions such as home purchases, job changes, diversification of concentrated positions, and transitions to retirement.Financial Planning areas of expertise and focus include: Defining personal values and visioning of goals, cash flow planning, stock option analysis, restricted stock strategy, private stock, initial public stock (IPO) strategies, employee benefit planning, estate planning, charitable giving, education funding, business transition and succession, property and casualty insurance, life insurance, and mortgage analysis.
Oct 2015 - Aug 2017
Associate, Wealth Management
Apr 2007 - Jul 2015
Specialist - Investment Operations
Apr 2007 - May 2012
Associate - Investment Operations
Apr 2007 - Feb 2010
Financial Advisor Service Team
Oct 2005 - Mar 2007
2 education records
Kyle Morgan education
Ba, Economics
California State University-Sacramento
Personal Financial Planning
University Of California, Berkeley
FAQ
Frequently asked questions about Kyle Morgan
Quick answers generated from the profile data available on this page.
What company does Kyle Morgan work for?
Kyle Morgan works for LAKE TRAVIS EDUCATION FOUNDATION.
What is Kyle Morgan's role at LAKE TRAVIS EDUCATION FOUNDATION?
Kyle Morgan is listed as Thought partner, trusted advisor and community leader. at LAKE TRAVIS EDUCATION FOUNDATION.
What is Kyle Morgan's email address?
AeroLeads has found 1 work email signal at @sunflowerbank.com for Kyle Morgan at LAKE TRAVIS EDUCATION FOUNDATION.
Where is Kyle Morgan based?
Kyle Morgan is based in Austin, Texas Metropolitan Area, United States while working with LAKE TRAVIS EDUCATION FOUNDATION.
What companies has Kyle Morgan worked for?
Kyle Morgan has worked for Lake Travis Education Foundation, Ssb&T Wealth Management, Sunflower Bank, N.A., Frost Bank, and Mosaic Financial Partners.
How can I contact Kyle Morgan?
You can use AeroLeads to view verified contact signals for Kyle Morgan at LAKE TRAVIS EDUCATION FOUNDATION, including work email, phone, and LinkedIn data when available.
What schools did Kyle Morgan attend?
Kyle Morgan holds Ba, Economics from California State University-Sacramento.
What skills is Kyle Morgan known for?
Kyle Morgan is listed with skills including Wealth Management, Investments, Portfolio Management, Private Banking, Consumer Lending, Personal Financial Planning, Social Media, and Strategic Financial Planning.
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