Kyle Dews

VP, Branch Leader

Kyle Dews, MBA, CFP®, is currently the VP, Branch Leader at Fidelity Investments, where they leverage extensive experience in client relationship management and financial planning. Previously, they worked at Merrill Lynch as a Private Wealth Manager and held various roles at Fidelity Investments, including Sr. Retirements Relationship Manager and Sr. Operations Analyst. Kyle earned a B.B.A. in Marketing from Stephen F. Austin State University and an MBA in Finance from SMU Cox School of Business. Their career reflects a strong focus on developing long-term client relationships and implementing effective sales strategies to enhance asset retention.

Location

Bethesda, United States

Links

Previous companies


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices