Kyle McClain oversees Financial Planning operations, interfaces with clients, and serves on the Investment Committee. In his role as Wealth Manager, Kyle works closely with our clients as part of an interdisciplinary team of investment and financial planning professionals. He coordinates ongoing financial planning initiatives, facilitates communication between clients and the advisory and investment teams, and takes a proactive approach as he anticipates future planning opportunities and discussions.
Prior to joining RG Wealth, Kyle spent time with Fidelity Institutional Asset Management as an Investment Consultant and with Merrill Lynch as a Wealth Advisor. He graduated Magna Cum Laude with a dual degree in Finance and Economics from the University of Alabama. He also completed his CERTIFIED FINANCIAL PLANNER™ program at Texas A&M University and passed his CFP® examination in the Spring of 2018.
A closer look at Kyle McClain
In his free time, Kyle is an avid sports fan, enjoys outdoor activities like fishing & shooting, and spends time with his fiancée and golden retriever.
Fun Fact: In high school, he broke his arm trying to tackle a player who is now an NFL running back.