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.
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