Kylie Stevens

Kylie Stevens is dedicated to creating an exceptional, personalized client experience. Kylie’s primary responsibility is supporting the Palm Beach Gardens advisor team in client service, financial planning, and investment management.

Prior to joining Dakota Wealth, Kylie was an ETF Sales Analyst at WisdomTree Asset Management in New York City. A shining example of how Dakota mentors and molds the next generation of financial advisors, Kylie held an internship position at Dakota Wealth in 2018. She also interned at Morgan Stanley.

Kylie graduated with a BA from Union College with a double major in Economics and Anthropology. She was an active member of the Economics Club, the Marketing Club, and the women’s soccer team. She also spent a term at the IESEG School of Management in Lille, France participating in the Economics Exchange Program.