Kyle Killett, CRPC®
Vice President, Wealth Management,
Financial Advisor,
Chartered Retirement Planning Counselor,
Senior Portfolio Manager
Direct:
(615) 665-4742(615) 665-4742
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story
Kyle Killett joined the Nashville Legacy Group with a diverse business background, having previously owned and operated his own small business as well as holding business development and relationship management positions in manufacturing, software, and healthcare industries. With these prior experiences, Kyle understands the priorities and issues inherent in small business ownership and works with our clients to address such needs.
Kyle holds a Bachelor of Business Administration in Finance from the University of Memphis, a MBA from the Jack C. Massey Graduate School of Business at Belmont University, and recently earned the Chartered Retirement Planning Counselor, CRPC® designation. The CRPC® is a graduate-level designation program for experienced financial advisors who wish to offer more comprehensive advice to individual clients for both their pre- and post-retirement needs.
Kyle is an Ambassador with the Williamson County Chamber of Commerce and regularly volunteers his time for Daystar Counseling Ministries, Nashville Rescue Mission, and Room at the Inn. Kyle and his wife Mary attend West End Community Church in Nashville and have four children.
Kyle holds a Bachelor of Business Administration in Finance from the University of Memphis, a MBA from the Jack C. Massey Graduate School of Business at Belmont University, and recently earned the Chartered Retirement Planning Counselor, CRPC® designation. The CRPC® is a graduate-level designation program for experienced financial advisors who wish to offer more comprehensive advice to individual clients for both their pre- and post-retirement needs.
Kyle is an Ambassador with the Williamson County Chamber of Commerce and regularly volunteers his time for Daystar Counseling Ministries, Nashville Rescue Mission, and Room at the Inn. Kyle and his wife Mary attend West End Community Church in Nashville and have four children.
Securities Agent: NY, OK, MS, AL, VA, NC, KY, SC, MN, MT, AZ, AR, MI, IL, GA, TN, OH, FL, CT, TX, NH, MO, ME, CA, MD, IN, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 1794317
NMLS#: 1794317
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Relationship
We will:
• Ask the right questions to maintain a thorough understanding of your financial goals
• Update your financial information as your situation changes and your needs evolve
• Communicate with you regularly regarding changes to your portfolio and economic conditions
• Understand and monitor your investment risk and its alignment to your investment time frame
• Carefully explain all recommended financial strategies and solutions
• Meet with you regularly to discuss next steps in the Legacy Process as your life unfolds
• Act as your primary financial advisor
• Work hand-in-hand with your trusted advisors when situations warrant
• Treat you with the utmost respect and professionalism
• Ask the right questions to maintain a thorough understanding of your financial goals
• Update your financial information as your situation changes and your needs evolve
• Communicate with you regularly regarding changes to your portfolio and economic conditions
• Understand and monitor your investment risk and its alignment to your investment time frame
• Carefully explain all recommended financial strategies and solutions
• Meet with you regularly to discuss next steps in the Legacy Process as your life unfolds
• Act as your primary financial advisor
• Work hand-in-hand with your trusted advisors when situations warrant
• Treat you with the utmost respect and professionalism
Invest In Your Dreams
Ownership of a business can represent years, sometimes decades of hard work and commitment. Nevertheless, business owners are often unfamiliar with the complexities and preparation that go into a successful strategy. From starting a business from the ground up to sale, I can help you develop and execute on a successful strategy. Let’s connect if you would like to learn more.
In the Press
Awards
Caren Williams has been recognized in numerous financial publications.
- Forbes Magazine's Top Women Wealth Advisor 2020
- Forbes Magazine’s Best in State Advisors 2019, 2020, and 2021
- Working Mother Magazine’s Top Wealth Advisor Moms 2019 and 2020
- Forbes Magazine's Top Women Wealth Advisor 2020
- Forbes Magazine’s Best in State Advisors 2019, 2020, and 2021
- Working Mother Magazine’s Top Wealth Advisor Moms 2019 and 2020
Events
The events that we present to our clients are engaging and educational. By offering these periodic events, we hope to help facilitate greater financial understanding and promote ongoing, meaningful conversations.
4-part “Women & Wealth” Series:
- Saving & Budgeting 101
- Fixed Income Investing (Bonds)
- Equity Investing (Stocks)
- Putting It All Together & Planning For Your Future
- Saving & Budgeting 101
- Fixed Income Investing (Bonds)
- Equity Investing (Stocks)
- Putting It All Together & Planning For Your Future
Financial Wellness Series:
- Risk Tolerance & Investment Allocation
- Planning & Managing Retirement Income
- Debt Management
- Risk Management (disability, long-term care, life, health)
- Estate Planning Strategies & Directives
- Risk Tolerance & Investment Allocation
- Planning & Managing Retirement Income
- Debt Management
- Risk Management (disability, long-term care, life, health)
- Estate Planning Strategies & Directives
Women, Wealth & Wellness:
- Nutritional Wellness
- Physical Wellness
- Financial Wellness
Contact Ellie Ivancich at (615) 665-4740 or email ellie.ivancich@ms.com to learn about upcoming events.
- Nutritional Wellness
- Physical Wellness
- Financial Wellness
Contact Ellie Ivancich at (615) 665-4740 or email ellie.ivancich@ms.com to learn about upcoming events.
Disclosure(s):
2020 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2019, 2020, and 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, and 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019 and 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2019 and 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
2020 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2019, 2020, and 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, and 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019 and 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2019 and 2020). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
Location
3102 West End Ave
Ste 200
Nashville, TN 37203
US
Direct:
(615) 665-4742(615) 665-4742
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Kyle Killett today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
