Kyle E. Fitzpatrick,
AWMA®, CRPC®, AIF®, PPM
Vice President
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
Vice President
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
150 S Warner Rd
Suite 200,
King of Prussia, PA 19406-2805
About me
Background
Investment Adviser Representative, Truist Advisory Services, Inc
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Education
Masters of Science
United States Naval War College
2018
Bachelor of Science
The University of Scranton
2005
Personal Interests
Kyle enjoys spending time with his wife, two young boys, and chocolate Labrador named Skipper. He loves to travel, go hiking, eat at all the amazing restaurants Pennsylvania has to offer, and watch sports together. Kyle and his family love giving back to the healthcare professionals in Philadelphia anyway possible. His oldest son was diagnosed with eye cancer, followed by liver failure where he donated part of his liver to keep him alive. Kyle's son has recovered, and it is all due to the amazing Doctors, Nurses, and Administrators! Kyle is a Commissioned Officer in the U.S. Naval Reserves; serving 9 years Active Duty and another 10 years as a Reservist. He is a designated Naval Intelligence Officer, serving as a Unit Executive Officer.
Specialties
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Business management and planning
Investment planning
Accomplishments
Best-In-State Wealth Management Teams*
Forbes
2023
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.
Locations
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Map
150 S Warner Rd,
Suite 200, King Of Prussia, PA 19406-2805
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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