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portrait of Kyle J Simpson
FINANCIAL ADVISOR

Kyle J Simpson

AAMS™, CRPC™
652 East Springhill Drive, Terre Haute, IN 47802opens in a new window
Accepting New Clients
CallSend Me a Message

About Kyle

Edward Jones took a chance on me in 2015, shortly after graduating from IU McKinney School of Law with my JD. I am a researcher at heart, and as I searched for alternative career paths for lawyers, one old dream of mine kept showing up… Financial advising. A conversation with my own Edward Jones financial advisor confirmed that this was the right direction for me, a career built on developing meaningful, personal relationships with others.

My goal is to help people meet their goals while discovering with them what is most important to them. To accomplish this, we utilize a...

Focus Areas

  • Values and Faith Based Investing
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Intergenerational Planning

Work History

  • Edward JonesFebruary 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Indiana Purdue U-IndianapolisJuris Doctor

Personal Interests

  • Basketball
  • Coaching Sports
  • Community Outreach
  • Movies & Entertainment
  • Spending Time with Family

Team Members

  • Jennifer Fagg
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(812) 478-2515

Fax

(877) 222-8354

Office Address

652 East Springhill Drive
Terre Haute, IN 47802opens in a new window

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