<< BACK TO TEAM PAGE
Kelley C. Pyles, CFP®
Investment Adviser Representative
OFFICE LOCATION
1515 Buenos Aires Boulevard
The Villages, FL 32159
1515 Buenos Aires Boulevard
The Villages, FL 32159
HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
Welcome
I love being a part of the team here at Royal Fund Management! I meet with clients throughout the year to review existing assets and provide a "Retirement Check-Up" to make sure that retirement needs and goals are being met. As a fiduciary, I make sure that I always have our clients' best interests in mind. My extensive knowledge and experience as both a fiduciary adviser and a licensed insurance agent allow me to give a comprehensive analysis of each situation and make suggestions on how to improve upon existing strategies. Some of the issues I focus on are minimization of future taxation, income planning, and legacy planning.
Above all, our clients are a part of our family here at Royal Fund Management. I treasure the relationship that I have with each and every client and look forward to working together for years to come!
If you'd like to meet with me, please call or email today to arrange an appointment. I'm looking forward to meeting with you soon!
Areas of Focus
Do I Have Enough Money
Reduce Taxes
Experience
- Parady Financial Group - Vice President of Client Services 8/2011 - 9/2014
- Allstate Insurance Company, The Vann Agency - Office Manager 6/1992 - 8/2011
Education
The University of Florida, Warrington College of Business - Bachelor of Science in Business Administration
Associations
CERTIFIED FINANCIAL PLANNER™
Member - Financial Planning Association
Member - Million Dollar Round Table Court of the Table
\
MARKETWATCH
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
REQUEST CONTACT
Yes, I would like Kelley C. Pyles to contact me.
*All Fields Required