portrait of Kyle Stein
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Kyle

Throughout my life, helping people has been an integral part of who I am. Before becoming a financial advisor, I spent 16 years working as a physical therapist. My time in healthcare was rewarding and has been instrumental in my development as a financial advisor. I learned the importance of empathy and active listening which allows me to truly understand my client's needs and concerns. I also honed my ability to communicate information clearly, work as a team and analyze complex situations. I now use these skills to help my clients achieve their financial goals.

I am especially passionate about helping...

Focus Areas

  • Healthcare Professionals
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesMay 2023 to Current
  • Rehab Management GroupMarch 2017 to May 2023

Education

  • Maryville University-St LouisMasters

Team Members

  • Renee Wolf
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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