Kyle exhibits a high degree of integrity and devotion to those he serves and methodically researches investment strategies designed for the efficient management and preservation of their assets. He takes great pride in translating difficult Financial Planning Techniques into “ Plain English” in a manner that his clients can understand. He is also partially responsible throughout the Firm’s due diligence process collecting and collating data for the weekly planners’ strategy meetings.
Goal-driven, he holds Series 7 and Series 66 registrations as well as Florida insurance licenses for the recommendation of Health, Life & Variable Annuities. Kyle is originally from here in Melbourne and has well known, true multi- generational roots running deep not only here but throughout Brevard County.
Mr. Ferguson graduated Cum Laude from Florida Institute of Technology and holds a Bachelor of Science degree in Business Administration and Finance. In his time off, he enjoys spending time with his family and his two dogs Milo & Jaxson. He has traveled extensively with Orlando City Soccer Club, and has been active in Coaching Soccer both at the high-school level and volunteering with the FYSA Athletes with Disabilities TOPSoccer program.