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My mission is to help individuals and families make confident financial decisions by bringing clarity, organization, and purpose to every stage of life. Through personalized advice, thoughtful planning, and long-term relationships, I strive to help clients align their financial resources with what matters most to them, so they can focus on their families, their goals, and their future.

Kyle P. Macleish

Financial Advisor

275 E Rivulon Blvd

Gilbert AZ 85297

(480) 752.6422

Learn more about an advisor's background on

ProfileAbout MeAbout Merrill

Profile

Kyle works with individuals, families, and organizations to help them navigate important financial decisions with confidence. He takes a relationship-driven approach to wealth management, investing time to understand each client's goals, concerns, and aspirations before developing personalized strategies designed to keep them on track over the long term.

As a Financial Advisor, Kyle helps clients bring clarity and structure to their financial lives. Whether preparing for retirement, planning for future generations, managing investments, or navigating major life transitions, he provides thoughtful guidance and ongoing support to help clients make informed decisions at every stage of life.

Kyle is committed to building lasting relationships through personalized service, clear communication, and ongoing guidance. His approach emphasizes stewardship, thoughtful planning, and helping clients align their financial resources with their values, priorities, and long-term objectives

About Me

Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family. Our approach to financial planning places you—not the market—at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

Philosophy

Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.

Approach

My approach to investing is grounded in an understanding of you. It all begins with a conversation. I take the time to get to know you—your children's' names, how hard you worked to get where you are and how you define success. I'll work together with you to help understand your personal investment style, prioritize your goals and build an individualized plan that reflects your needs. As an investor you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. There's only one financial approach that really matters — yours.

Capabilities

Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you're paying for and what you're getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

Focus On

I believe that financial success can be achieved when you're able to make investment\-related decisions and trade\-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following: * Health: Managing healthcare expenses, now and in the future * Home: Upsizing, downsizing, remodeling or buying a vacation home * Family: Taking care of your family and other people in your life * Leisure: Spending your free time in meaningful ways * Giving: Volunteering, mentoring others and giving to charities * Work: Working in retirement, selling or starting a business * Finance: Bringing it all together and defining your financial goals Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant. **Investing involves risk. There is always the potential of losing money when you invest in securities.** *This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.*

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.