Kyle Fitzpatrick

Kyle E. Fitzpatrick, AWMA®, CRPC®, AIF®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

150 S Warner Rd

Suite 200,

King of Prussia, PA 19406-2805

kyle.fitzpatrick@truist.com

Phone 610-263-8681

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About me

Background

Investment Adviser Representative, Truist Advisory Services, Inc
Check the background of this investment professional on FINRA's BrokerCheck

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 loves 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

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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. 

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