Kyle Slowik
Kyle is a graduate of The University of Delaware’s Lerner College of Business and Economics with degrees in International Business, Economics and Spanish. Kyle began his career at Merrill in 2015 and is a CERTIFIED FINANCIAL PLANNER® professional awarded by the Certified Financial Planner Board of Standards, Inc. His focus is on developing strategies and providing advice for individuals, corporate executives and their families by understanding their short – and long- term financial objectives. In Kyle’s spare time, he enjoys playing golf, art, traveling to Greece and trying new restaurants. Kyle is an active member of the local community as a Big Brother for Big Brothers Big Sisters of Delaware and contemporary member of both the Philadelphia Art Museum and Barnes Foundation. Kyle currently resides in Philadelphia, PA with his wife and daughter.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
