Kyle Sims is a seasoned financial professional with extensive experience in holistic financial planning and management. As a Founding Partner at 49 Financial since October 2019, Kyle has focused on assisting families and business owners with investment management, retirement planning, estate planning, and insurance. Previously, as Managing Partner for 49 Financial at AXA Advisors, Kyle successfully led operations from January 2018 to October 2019. From January 2005 to October 2019, Kyle held various roles at AXA Advisors, including Regional Senior Divisional Vice President, where leadership of a team of 84 advisors was demonstrated. Kyle's early accomplishments led to a promotion to Divisional Vice President in March 2008, where a commitment to talent development resulted in significant team success and recognition. Kyle holds a Bachelor of Arts in Government from Harvard University, earned between 1998 and 2002.
Sign up to view 0 direct reports
Get started