Kyle Williams started his career in the financial services industry in 2010 and has continued to grow his practice with Synergy Wealth Alliance. Kyle holds his Series 7 and 66 with LPL Financial and is also licensed in Life, Health, and Annuities in the state of Florida.
Kyle is originally from Poplarville Mississippi, but moved to Orlando in 2003. After some time as a young professional he started his career in the Investment industry with Edward Jones in 2010. Since then he has focused his practice around Advisory Portfolio Management and Retirement Planning. Kyle uses time-tested investment strategies to help his clients navigate the pre-retirement accumulation phase and also helps his retirees transition to an income phase confidently. While focusing on priorities of safety, access and growth potential, Kyle has been integral in helping his clients retire with confidence and in alignment with their preferences. Kyle holds himself to high standards of integrity & honesty and believes in delivering a high level of service to all of his clients. These qualities have helped Kyle to continue to grow his practice and often produces new business and referrals from his clients. He believes a referral is the highest compliment he can receive and it drives him to build lasting relationships with his clients.
Kyle lives in Altamonte Springs and has been married to his wife Amber since 2009. Together they have two daughters and a son, Emma, Chloe and August.