Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
To help clients pursue their financial aspirations, I take a disciplined approach to our results-driven wealth management strategies and engage clients in the development of each personalized plan:
• Identify Goals and Objectives – I take the time to walk through your current financial picture, identify your preferred risk tolerance and understand where you want to be in the future.
• Develop Financial Strategies – Through access to world-class research, team collaboration and powerful investment software, I create a long-term strategy tailored to your goals and risk tolerance.
• Implementation – I select specific investments set to your preferred financial path, with strategies ranging from multinational dividend to global macro growth to endowment model portfolios and beyond.
• Monitor Performance – I regularly check your portfolio’s performance, continually compare it to your goals and complete a review every quarter. And I always alert clients to events in the changing market and opportunities that arise, as they present themselves.
• Trust and Estate Planning Services
• Multi-Generational Wealth Preservation and Transfer
• Asset Management – Customized Portfolio Strategies
• Liability and Credit Management
• Corporate Retirement Plans
• Investment Banking Services and Lending
• Private Equity and Alternative Investing
Kile is dedicated to providing a personalized investment strategy to address the complex needs of successful individuals and business owners, through a goals-based wealth management process. He brings over 20 years of experience and a wide range of knowledge to his role as a financial advisor at Merrill Lynch. He believes that families create their significant wealth through years of hard work and sacrifice and wants to help them preserve, deploy, and diversify that wealth effectively. It is our goal, through this process, that clients will be able to maintain their lifestyle through all various market environments.
Kile is an advocate for Autism Speaks, which is an organization dedicated to increasing awareness of autism spectrum disorders and advocating the needs of individuals with autism and their families.
Kile earned his bachelors degree in Business Finance from Illinois State University. He also earned his CERTIFIED FINANCIAL PLANNER™ certification awarded from by the Certified Financial Planner Board of Standards, Inc. He also completed the Executive program from the Fuqua School of Business at duke University.
Kile currently resides in Aurora with his wife, Traci, and his two sons, Tyler and Cody.
Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Illinois State University
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
UHNW Insurance Specialist
Senior Wealth Management Lending Officer NMLS # 543284
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.