Kyle Cas

Kyle Cas

Partner | Wealth Manager | Comprehensive Financial Planning | Annuity Specialist
Dallas, Texas, United States

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Work Experience

Merit

Partner | Wealth Manager

2017-10-01 - Present

Botsford Private Wealth

Financial Advisor

2001-05-01 - Present

Skills

wealth management retirement planning risk mitigation investment management divorcees estate planning financial planning mergers acquisitions independent advisors widowhood succession planning hybrid ria financial advisor independent financial advisor growth strategy technology fintech wealthtech portfolio strategy women leaders

Languages

English