Tel: (973) 867-1374
E-mail: [email protected]
Financial Advisor and Junior Partner to Pat Sullivan
Focused on understanding each client’s unique situation, needs, and goals in order to develop and implement customized wealth management strategies.
Kyle Colwell has been a financial advisor at Private Advisor Group and a registered principal with LPL Financial since 2012. Kyle works with clients on retirement planning, insurance needs, and investment strategies. When working with clients, Kyle is focused on clear communication and establishing a mutual understanding of all decisions and strategies throughout the process. This approach ensures the clients receive a comprehensive plan to assist them in reaching their financial goals.
Kyle earned a BA in History from the University of Vermont. He holds FINRA Series 7, Series 24, and Series 66 securities registrations through LPL Financial. He holds additional licenses in life, health, and long-term care insurance.
Kyle resides in Morristown, NJ. When he is not working, Kyle tries to spend as much time as possible outside. He is an avid fly-fisherman and skier. He also enjoys paddle tennis and watching New York Rangers hockey.