Kyle Morgan

Kyle Morgan Email and Phone Number

Thought partner, trusted advisor and community leader. @ LAKE TRAVIS EDUCATION FOUNDATION
Austin, TX, US
Kyle Morgan's Location
Austin, Texas Metropolitan Area, United States, United States
Kyle Morgan's Contact Details

Kyle Morgan personal email

n/a
About Kyle Morgan

Community focused financial services professional dedicated to creating opportunity and growing relationships.

Kyle Morgan's Current Company Details
LAKE TRAVIS EDUCATION FOUNDATION

Lake Travis Education Foundation

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Thought partner, trusted advisor and community leader.
Austin, TX, US
Employees:
7
Kyle Morgan Work Experience Details
  • Lake Travis Education Foundation
    Lake Travis Education Foundation
    Austin, Tx, Us
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  • Lake Travis Education Foundation
    President
    Lake Travis Education Foundation Jun 2024 - Present
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  • Ssb&T Wealth Management
    Wealth Advisor
    Ssb&T Wealth Management May 2024 - Present
    Fredericksburg, Texas, Us
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  • Sunflower Bank, N.A.
    Vice President, Private Banking
    Sunflower Bank, N.A. Mar 2023 - Dec 2023
    Dallas, Tx, Us
    View
  • Frost Bank
    Assistant Vice President, Private Banking
    Frost Bank May 2018 - Nov 2022
    San Antonio, Texas, Us
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  • Mosaic Financial Partners
    Associate Financial Planner
    Mosaic Financial Partners Oct 2015 - Aug 2017
    San Francisco, Ca, Us
    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.
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  • Aspiriant
    Associate, Wealth Management
    Aspiriant Apr 2007 - Jul 2015
    Los Angeles, Ca, Us
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  • Aspiriant
    Specialist - Investment Operations
    Aspiriant Apr 2007 - May 2012
    Los Angeles, Ca, Us
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  • Aspiriant
    Associate - Investment Operations
    Aspiriant Apr 2007 - Feb 2010
    Los Angeles, Ca, Us
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  • Franklin Templeton Investments
    Financial Advisor Service Team
    Franklin Templeton Investments Oct 2005 - Mar 2007
    San Mateo, California, Us
    View

Kyle Morgan Skills

Wealth Management Investments Portfolio Management Private Banking Consumer Lending Personal Financial Planning Social Media Strategic Financial Planning Retirement Planning Philanthropy Alternative Investments Asset Allocation Financial Life Planning Business Development Customer Relationship Management Marketing Technical Writing Employee Benefits Financial Statements Property And Casualty Insurance Risk Management Salesforce.com Powerpoint Microsoft Excel Microsoft Word Client Service Relationship Building Education Funding Family Office Impact Investing Junxure Charitable Gift Planning Cash Flow Analysis Fiduciary Behavioral Finance Revocable Trusts Financial Statement Analysis Superior Client Service Oral And Written Communication Skills Money Quotient

Kyle Morgan Education Details

  • California State University-Sacramento
    California State University-Sacramento
    Economics
  • University Of California, Berkeley
    University Of California, Berkeley
    Personal Financial Planning

Frequently Asked Questions about Kyle Morgan

What company does Kyle Morgan work for?

Kyle Morgan works for Lake Travis Education Foundation

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

Kyle Morgan's current role is Thought partner, trusted advisor and community leader..

What is Kyle Morgan's email address?

Kyle Morgan's email address is ky****@****ank.com

What schools did Kyle Morgan attend?

Kyle Morgan attended California State University-Sacramento, University Of California, Berkeley.

What are some of Kyle Morgan's interests?

Kyle Morgan has interest in Children, Cooking, Economic Empowerment, Snowboarding, Sabermetrics, Education, Baseball, Golf, Craft Beer, Travel.

What skills is Kyle Morgan known for?

Kyle Morgan has skills like Wealth Management, Investments, Portfolio Management, Private Banking, Consumer Lending, Personal Financial Planning, Social Media, Strategic Financial Planning, Retirement Planning, Philanthropy, Alternative Investments, Asset Allocation.

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