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Business Experience

Kyle started his career in the brokerage industry in 1996 and joined BB&T Scott & Stringfellow in 1997. Prior to BB&T Scott & Stringfellow, Kyle worked in Baltimore, Maryland, with Legg Mason and in Durham, North Carolina, with Merrill Lynch.

Investment Philosophy

Kyle believes any good investment strategy is first and foremost based on a long-term financial plan with specific goals and revised annually. Investments should be carefully chosen to match the risk and return parameters laid out in the financial plan, not based on the current market.

Investments should also take into account a client's appropriate time horizon. Even broad market declines can be overcome with patience and the proper perspective. Finally, Kyle believes investments should be straight-forward and understandable. Any investment product that looks too good to be true probably is.

Education

Kyle attended University of North Carolina at Chapel Hill where he earned a bachelor degree in business administration.

Kyle also attended a rigorous two-year program and final exam to become a CERTIFIED FINANCIAL PLANNER™ professional. CFP® practitioners agree to abide by the CFP® board's code of ethics, practice standards and continuing education requirements.

Licenses

Series 7
Series 63
Series 65
Life Insurance
Long-Term Care

Professional Designations

Certified Financial Planner, CFP®

Specialty / Area of Expertise

Kyle enjoys helping clients plan for where their income may come from in retirement.

Community Service

Kyle is a past president of the Cary-Kildaire Rotary club and a member of the Paul Harris Society for District 7710. From 2008-2010, he and his father served as co-chairmen of the District's Polio Challenge to raise money to eradicate polio worldwide.

He is also a member of the First United Methodist Church of Cary. In the past, he has served on the church's long-range planning committee and has been a United Methodist youth counselor. He currently assists the church by helping members who want to gift stock as part of their pledge.

In 2004, Kyle was a member of the First United Methodist Church of Cary's Bosnian mission team, which visited war-torn Bosnia and worked with children at a joint Muslim-Catholic youth center. In 2006, he joined a group of North American Rotarians on another mission trip to immunize children against polio in Ghana, West Africa.

Personal

Kyle and his wife, Jenn, are proud parents to two wonderful children, daughter Caroline and son Brooks. In his spare time, Kyle enjoys reading, working on computers and studying stock market history.

Client Service Associates

Ashley Reid is a Registered Client Service Associate on Kyle's team. Ashley was born and raised in North Carolina. She grew up on Lake Gaston in Halifax County and graduated from North Carolina State University in 2008 with a bachelor's degree in business administration and a minor in Spanish. In 2014, she joined BB&T Scott & Stringfellow where she developed a passion for investments. Ashley holds a FINRA Series 7 license.

Maria Crayton helps Michael with all client service needs as a Registered Client Service Associate. Maria began her investment services career in Charlotte, North Carolina, in 1991 at Southern National Investment Services, a predecessor of BB&T Investment Services. She holds FINRA Series 7, 63, 66, 9, 10, 24 and 31 securities registrations. Maria is a native of North Carolina and attended the University of North Carolina at Greensboro. She is an active member of Hope Community Church and enjoys volunteering for Local Hope, Habitat for Humanity and Hospice.

Kyle Smith, CFP®

Managing Director
Financial Advisor

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Raleigh, NC

3605 Glenwood Ave., STE 400
Raleigh, NC 27612
P: (919) 571-1893

Publications of Interest