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Kyle Wheel

Financial Advisor at Merrill Lynch Wealth Management

Kyle Wheel is a seasoned financial advisor with extensive experience at Merrill Lynch Wealth Management, where he has been working since November 2000.1 He currently holds the position of Senior Financial Advisor and Vice President at the firm.1

Kyle's professional background includes:

  • Over 22 years of experience in wealth management and financial advising1
  • A Bachelor's Degree from the University of Vermont
  • Expertise in providing personalized financial guidance to clients
  • Holds multiple securities licenses, including Series 6, 7, 63, and 651

Kyle is known for his approach to financial advising, which involves building meaningful relationships with clients, understanding their financial goals, and providing personalized guidance to make a positive impact on their lives.

In addition to his work at Merrill Lynch, Kyle is involved in a family-held LLC called Apex Capital Holdings, which focuses on investments in commercial real estate and privately owned businesses.1

Kyle Wheel is based in the Greater Burlington Area of Vermont.1

Highlights

Jan 1 · advisor.ml.com
SHIFANG LI - Financial Advisor in Palo Alto, CA 94304 | Merrill
Nov 15 · vanguard.com
[PDF] Supplement to the Vanguard Personal Advisor Select Brochure
Sep 18 · forbes.com
Forbes 2025 Top Women Wealth Advisors Best-In-State List
Jan 1 · advisor.ml.com
Stephen Macken - Financial Advisor in New York, NY 10036 | Merrill

Related Questions

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Location

Burlington, Vermont Area