Kylie brings more than six years of experience in financial services and client relationship management to her role, where she supports ultra high net worth individuals and families through comprehensive account administration, operational execution, proactive client service and business development initiatives.
Prior to joining NewEdge, Kylie spent five years at Fisher Investments, where she held several progressive roles, including Client Service Associate, Account Executive and Sales Manager. During her tenure, she developed extensive experience working with high-net-worth clients, building strong relationships, and delivering personalized wealth management support. She later joined Paycom as an Account Executive, further strengthening her expertise in consultative sales, strategic relationship management and business development.
Kylie earned her Bachelor of Business Administration from the University of Florida. She holds both the Securities Industry Essentials (SIE) designation and a Series 65 license.
Originally from Delray Beach, FL, Kylie now resides in Atlanta, GA. Outside of the office, she enjoys playing golf, running, and exploring Atlanta’s restaurant scene.