Kyle Moles
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Dallas, TX 75201
Credentials
Series 63, Series 65
Industry experience
19 years
About
Kyle Moles is a Private Wealth Advisor at Merrill Private Wealth Management. He co-founded a boutique wealth management practice within Merrill, focusing on delivering comprehensive value to the families he serves beyond investment management. Kyle has spent his career advising families on personal financial matters, including tax-efficient investing, opportunistic lending, wealth transfer strategies, and philanthropy. His practice primarily serves current and former business owners and families with concentrated equity positions. Before joining Merrill, Kyle was an advisor at J.P. Morgan's Private Bank.
Kyle holds a Bachelor's degree from Missouri State University and has obtained FINRA Series 6, 7, 63, and 65 registrations. He is a Personal Investment Advisor (PIA). Along with his wife Kelli, Kyle supports Missouri State and Harvard Business School, and they are active in community and global aid efforts. They founded the non-profit Project Spark, which supports aid initiatives in impoverished areas worldwide. Kyle has also served on the board of UNICEF's Midwest chapter.
Kyle is married with five children. He has traveled to over 50 countries and enjoys outdoor activities such as boating, fishing, and running.
Expertise
Concentrated stock management
Wealth management
Business ownership considerations
Inheritance planning
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Demographic focus
Parents
Work history
bank of america, NA
2017 - Present (9 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2017 - Present (9 years)
JPMorgan Chase BANK
2011 - 2017 (6 years)
J.P. Morgan Securities Llc
2011 - 2017 (6 years)
Disclosures
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