Kyle M. Greenwell, CFP®

Kyle M. Greenwell, CFP®

CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor

Phone: 615.435.4122
Fax: 615.771.1254
E-mail:
 

Address:

Strategic Financial Partners 

830 Crescent Centre Drive, Suite 450 

Franklin, Tennessee 37067

 

 

Most people don't feel 100% confident about their financial future. As a CERTIFIED FINANCIAL PLANNER™ professional I work closely with clients to make strategic and informed investment and financial decisions that propel them to achieving their desired lifestyle and financial goals.

 

Our consultative service is backed by holistic, comprehensive financial planning as every individual, family and business owner is unique and deserves their own customized plan.

 

Please do not hesitate to contact me for an initial consultation or to inquire about our Second Opinion Program. 

 

Business Owners/Businesses

                                  

  • Business Transition Planning                                               

  • Buy/Sell Strategies                                                   

  • Key Man Policies                                                                  

  • Retaining Key Employees                                        

  • Retirement Plans                                         

 

Individuals/Families

 

  • Wealth Management

  • Life Insurance

  • Disability Protection

  • Estate & Retirement Planning

  • IRA Consolidation/Rollovers

  • Long Term Care Insurance

 

QUALIFICATIONS

 

  • Licensed to sell LIfe and Health Insurance
  • Registered to offer securities products
  • Certified Financial Planner

 

PERSONAL

 

  • Born in Western Kentucky and grew up in Virginia
  •  Lives in the Nashville area with his  wife and college sweetheart, Katie, who is in the medical field
  • When not working with clients reach their financial goals, Kyle can be found exploring Nashville with Katie, grilling, playing with his Yellow Labrador, Boone, or simply wishing UK was good at football.
  • Enjoys spending time on the family farm in Kentucky

 

 

ORGANIZATIONS

 

Young Alumni Board Member of the University of Kentucky Greater Nashville Alumni Assocation, NAIFA, and Phi Sigma Kappa Fraternity Alumni 

 

 

 

Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 795 Ridge Lake Blvd, Suite 200, Memphis, TN 38120. 901.767.5951.