Kyle Burton

Kyle Burton Email and Phone Number

Co-Founder and Private Wealth Advisor @ Elevation Wealth Planning
Salt Lake City, UT, US
Kyle Burton's Location
Salt Lake City Metropolitan Area, United States
Kyle Burton's Contact Details

Kyle Burton personal email

n/a
About Kyle Burton

I help my clients live the lives they want. As a financial representative with Northwestern Mutual, I specialize in helping individuals, families, and business owners prepare for the future. As I see it, financial planning is not a one-size-fits-all process. My clients have unique goals and challenges, so I provide customized support tailored to the “why?” that drives each of my clients toward success. While I love to work with all sorts of people, there is a special place in my heart for business owners. Before beginning my career with Northwestern Mutual, I started, managed, and sold my own business. As a result, I can empathize with the distinct stresses, fears, and concerns business owners face. I enjoy the process of coming alongside business owners and helping them navigate the important decisions they need to make to position themselves, their families, and their companies for sustained financial health. Whether I’m meeting with a client or consulting with my team, clear and efficient communication is central to the way I operate. With me, you won’t find any fluff or smoke and mirrors in my communication style. I believe clarity is a form of kindness, so I strive to be as authentic and upfront as I can be while maintaining respect. My clients appreciate my candor and know that they can expect an honest and straightforward response to any questions or concerns they may have throughout the planning process. I believe we can accomplish great things when we work together. If you’re interested in learning more about me or my team, please visit my website or contact me directly:kyleburton.nm.comkyle.burton@nm.com801-390-6801Specialties: Financial Planning | Business Succession Planning | Business Risk Management | Employee Benefits | Life Insurance | Retirement Planning | Estate Planning | Legacy Planning | Executive Benefits Planning

Kyle Burton's Current Company Details
Elevation Wealth Planning

Elevation Wealth Planning

View
Co-Founder and Private Wealth Advisor
Salt Lake City, UT, US
Employees:
29
Kyle Burton Work Experience Details
  • Elevation Wealth Planning
    Co-Founder And Private Wealth Advisor
    Elevation Wealth Planning
    Salt Lake City, Ut, Us
  • Elevation Wealth Planning
    Founding Partner
    Elevation Wealth Planning Jan 2017 - Present
    South Ogden, Utah, United States
    Sophisticated Strategies. Simple Solutions.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jan 2017 - Present
    Farmington, Utah
    Northwestern Mutual enables me to offer my clients access to the right tools and services they need to pursue their financial goals. Navigating the ins and outs of insurance policies, benefits services, and other financial tools can be stressful, but my team and I make planning for the future simpler and less stressful by curating the best options for each client’s situation.I deeply value the trust of my clients and strive to cultivate positive, long-term relationships. Working together should never feel like a transaction, but instead should offer a meaningful opportunity to equip my clients to reach their full potential. I take a holistic perspective toward financial planning and help my clients develop a broad vision for the future while remaining grounded in today’s needs. Given my background as a business owner, my expertise is focused on the key financial services business owners need to succeed. From business succession planning and risk management to employee and executive benefits planning, I can help business owners cultivate a thriving business and strong legacy. In addition, I help my clients steward their wealth well through a broad range of financial planning services including estate planning, life insurance, and retirement. Life is often unpredictable, so no matter where we start, my team and I regularly monitor client plans to ensure they continue to meet your evolving needs over time. If you’d like to work together to strengthen your financial security, please feel free to reach out to me directly. kyle.burton@nm.com kyleburton.nm.com801-390-6801
  • Kb Lawn Care & Landscaping
    Owner & Founder
    Kb Lawn Care & Landscaping Apr 2007 - Mar 2017
    Layton, Utah
    KB is an established landscaping company located in the Davis County area. I launched, owned and operated the business while actively managing a crew of hard-working individuals. KB carried the moto, "Only The Best.” Providing the best service, client experience, and professionalism each and every day. I launched, owned and operated the business while actively managing a crew of hard working employees. I successfully grew and expanded KB by 120% within two years and sold it in spring of 2017.
  • United States Senate
    Senate Page
    United States Senate Jun 2011 - Jul 2011
    Washington D.C. Metro Area
    I was among the 50 selected candidates nationwide to work as a United States Senate Page in Washington D.C. Kyle worked for Senator Orrin G. Hatch (UT), on the Senate Floor. As a Senate Page my duty was to help and serve the Senators in whatever manner they sought fit in order for them to be able to concentrate at the important agendas at hand.

Kyle Burton Skills

Customer Service Management Sales Leadership Team Building Negotiation Sales Management Account Management Marketing Training

Kyle Burton Education Details

Frequently Asked Questions about Kyle Burton

What company does Kyle Burton work for?

Kyle Burton works for Elevation Wealth Planning

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

Kyle Burton's current role is Co-Founder and Private Wealth Advisor.

What is Kyle Burton's email address?

Kyle Burton's email address is ky****@****ual.com

What schools did Kyle Burton attend?

Kyle Burton attended Weber State University.

What skills is Kyle Burton known for?

Kyle Burton has skills like Customer Service, Management, Sales, Leadership, Team Building, Negotiation, Sales Management, Account Management, Marketing, Training.

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  • Kyle Burton

    Marine Corps Veteran, Currently A Full-Time Student Working Towards A Bachelor Of Science In Organizational Management.
    Orlando, Fl
  • Kyle Burton

    Director Of Supply Chain And Operations @ Weave (Nyse: Weav)
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    4
    deloitte.co.uk, gmail.com, walmart.com, getweave.com

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