Kyle Gearhart


Managing Director

Senior Vice President, Investments

Direct: 513.287.6791

KYLE.GEARHART@RAYMONDJAMES.COM

 

Kyle has more than 22 years of experience in the financial services industry. He is passionate about helping people with one of the most important aspects of their lives and cares deeply about his clients and their financial well-being.

As a Chartered Retirement Planning CounselorSM, Kyle has in-depth knowledge of the needs his clients face both before and during retirement, and addresses important issues such as retirement income, employer-sponsored retirement plans, tax planning, retirement cash flow, asset management, estate planning and more. .

Kyle is also a CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

Before joining Raymond James in 2013, Kyle served as a senior vice president, investments, at Merrill Lynch, and a financial analyst at PNC Bank. He earned degrees in finance and economics from Miami University in Oxford, Ohio.

Kyle is active in many community organizations. He is a board member and past chair of the Coalition for a Drug Free Greater Cincinnati, where he serves on the finance and development committees. He has also been a member of the board and executive committee for the Drug-Free Action Alliance and currently serves on the Warrior Coalition, an anti-drug abuse group in the Mariemont school system.

Originally from Dayton, Kyle lives in Terrace Park, Ohio, with his wife, Melissa, and children, Hayden, Reed and Reagan. In his free time, Kyle enjoys hockey, soccer, running, platform tennis, duplicate bridge, mountain biking and watching his children participate in athletic activities.

Chairman's Council

Congratulations on achieving
membership in the 2016
Chairman's Council.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.

  CFP


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.