Herbert Kyles

AWMA®
Personal Finance, Retirement, Investing
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“Herbert Kyles, AWMA® is a Financial Planner with AspenCross Wealth Management dedicated to helping people live richer lives through better planning and investing.”
Firm:

AspenCross Wealth Management

Job Title:

Financial Planner

Biography:

Herbert Kyles began his career with AWM as a Client Relationship Manager and Investment Advisor Representative after graduating from Framingham State University with honors and a Bachelor’s degree in Business Administration and Accounting.

As one of the firm's amazing Relationship Managers, Herbie acts as their client's personal concierge by serving as their primary contact and liaison between them and the other members of their AWM financial advisory team.

As an Investment Advisor Representative, he is also responsible for scheduling, preparing, and delivering in-depth investment portfolio reviews and answering client's investment and portfolio related questions. He also assists in establishing and maintaining client's Personal Financial Websites where they can track and monitor their progress towards achieving their financial objectives.

Herbie brings the same energy, enthusiasm and dedication to all aspects of his life including professional development, community volunteerism, and through his passion of delivering meaningful, highly personalized services to the firm's clients.

A four year Member of a NCAA Hockey Team while attending Framingham State University, Herbie’s love for hockey persists. He still enjoys a competitive game with friends, while also volunteering as the goalie coach for the Framingham High Flyers hockey team. Active in his community, he has donated his time and service to numerous local charities and nonprofit organizations including Special Olympics, Big Brother Big Sister of Framingham, and Walk for Hunger.

Education:

Accredited Wealth Management Advisor, College For Financial Planning
BS, Business Administration and Accounting, Framingham State University

CRD Number:

6364487

Disclaimer:

Registered Representative/Securities offered through Triad Advisors, LLC, Member FINRA/SIPC; Advisory Services offered through AspenCross Wealth Management, Inc. a Registered Investment Advisor. 1400 Computer Drive, Westborough, MA 01581, 508-870-0440. AspenCross Wealth Management is independent of Triad Advisors, LLC.

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