Kelley C. Pyles is a CERTIFIED FINANCIAL PLANNER™, Certified Long Term Care Specialist, Independent Investment Adviser Representative, and insurance professional. Kelley’s number one priority is ensuring that clients can live their lives to the fullest and make the most of their hard-earned money.
Kelley began her career in financial services with Allstate Insurance. Over her twenty-year career there, she developed a passion for helping others with their finances. She began to focus solely on the financial services industry and retirement planning. Kelley obtained her CFP® certification, and is proud to serve as a fiduciary adviser acting in the best interest of her clients in every part of her practice.
Kelley’s specialties include income and legacy planning, investment advice, analyzing the proper balance of risk and safety, long term care planning, and tax minimization strategies. She passed the Series 65 securities exam and holds her life and health insurance licenses. She earned her bachelor’s degree from the University of Florida and is an avid Gator fan.
In her free time, Kelley enjoys cooking, reading, and spending time with her family and friends. She and her husband, Jim, have been married for 30 years. They have two children, William and Katie. William is currently serving in the Marine Corps as a crew chief on the CH-53K helicopter. Katie is in 11th grade. She enjoys softball, volleyball, and jet skiing.
Please reach out to her to be sure you are making the right choice for your future. Learn More: https://kelleypylesfinancialadviser.com/
Certified Financial Planner |A213175
Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Recent episodes from Mike Saunders, MBA (see all)
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- Kim Magdalein w/Magdalein Financial-How Social Security Planners of America Helps Advisors Reimagine Social Security for their Clients - November 28, 2023