Kyle O'Keefe

Kyle O'Keefe is currently the First Vice President and Financial Advisor at Morgan Stanley, where they focus on helping individuals, business owners, and business retirement plans achieve their long-term financial goals through tailored solutions. Previously, they served as a Financial Advisor at Edward Jones from 2008 to 2022 and were a member of the Regions Leadership Team from 2011 to 2021. Kyle holds an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and a Bachelor's degree in Economics and Management from Albion College.