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Kyle Pontious

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Profile

Kyle’s approach to wealth management draws on his passion for the financial markets and his patient demeanor, stemming from projects where he uses his hands to build things step-by-step. Whether he is rebuilding a car engine or helping clients construct their own financial strategy, Kyle believes in a consistent process that he follows for his own personal pursuits. For clients, that means moving at a pace comfortable for them, not too fast or skipping important steps. It means taking the time to look under the hood and to explain things really well. Kyle recognizes that each client has different experiences with investing and therefore their financial acumen is individual. Therefore, when discussing investment choices, the markets or how debt and tax minimization may fit into their financial strategy, Kyle attempts to keep the conversation at the appropriate level.

As a financial advisor since 2010, Kyle has worked with clients from many walks of life. From business owners to corporate executives, from retirees to families planning for both education funding and their own retirement needs, he understands no two clients or situations are alike. Each presents an opportunity to plan for whatever a client may need or prioritize, helping them implement a financial strategy that may be realistic for them.

  • EDUCATION

    Wichita State University

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Christopher Logan

Christopher Logan

Associate MSG Specialist

Merrill Lynch

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Joseph Purschke

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #414086

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

What role do you see for a financial advisor in your life? For many clients with a lifetime ahead of them, my belief is that it should be to design an investment strategy that helps guide your journey in pursuit of your goals. Markets twist and turn and may favor one investment style today and a different one tomorrow. Your life, too, may be filled with change, but a financial strategy that revolves around you may be designed to be evergreen. I’m patient and willing to go the extra mile to help you develop a logical view of the markets, one that enables you to remain calm and focused on pursuing your goals, no matter what the market noise may be.

My Approach

The daily activity in the markets makes for interesting conversation and I’m always happy to discuss and analyze what’s moving stocks, the Fed’s latest policy move and the health of the economy.  That is not, however, my main focus with you, because it’s generally not what I believe is going to make a significant difference in the lifestyle you ultimately lead.

Working patiently and together, I’ll help you understand the investments you own, what you might want to own, when and why. And, we’ll consistently try to connect your portfolio back to your financial strategy, reinforcing how each of your investments helps contribute toward your goals. In my experience, this straightforward and transparent approach helps clients keep their eyes on the ultimate prize – focusing on the goals they have for their retirement, their family and their legacy.

Capabilities

In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. I feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the banking convenience of Bank of America, I can deliver services that can help you address virtually every financial challenge you face.

Focus On Individuals and Families

I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

 

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.